Ivana
Stanisic

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4661246
Investment Advisor
in Denver, CO

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About this Advisor

Ivana Stanisic is a financial advisor working in Denver, Colorado with a total of 10 years of industry experience. Stanisic currently works for Tiaa-Cref Individual & Institutional Services, LLC. During their career, Stanisic has held roles at Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Stanisic maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado. Tiaa-Cref Individual & Institutional Services, LLC is an advisory business based in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 people on staff. It controls $31 billion in assets between its 76,892 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 22 charitable organizations. Of its 76,892 customer accounts, 62% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is offered. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC can be comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

Denver, CO

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

CO Average: $7,464,549,021
Total Number of Employees

1,235

CO Average: 88
Total Number of Accounts

76,892

CO Average: 3,892
Average Account Size

$401,951

CO Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ivana Stanisic Work History

Ivana has been registered as a financial advisor for 10 years.*

2007 - Present (17 years)

Tiaa

2007 - Present (17 years)

Tiaa-Cref Individual & Institutional Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ivana Stanisic to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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