Liliana
Zwart
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Liliana Zwart is a financial advisor working in Carbondale, Colorado with 1 year of industry experience. Zwart currently works for Tiaa-Cref Individual & Institutional Services, LLC. During their career, the advisor has held roles at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Jiv Electric With Abc Contractors, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Zwart holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Alabama, Colorado, Connecticut, Delaware, District Of Columbia, Louisiana, Maryland, Massachusetts, Nebraska, Nevada, New Jersey, Texas and Washington. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory company that has its headquarters in New York, NY. It has offices in 136 locations and a total of 1,235 employees. It manages $31 billion in assets across its 76,892 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 22 charitable organizations. Of its 76,892 accounts, 62% are associated with high-net-worth individuals who have more than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on which services are provided. However, fees billed by Tiaa-Cref Individual & Institutional Services, LLC can consist of any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Liliana Zwart Work History
Liliana has been registered as a financial advisor for 1 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Jiv Electric With Abc Contractors
*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 Liliana Zwart 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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