Mark
Ernst
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Mark Ernst is a financial advisor working in Keller, Texas with a total of 8 years of relevant experience. Ernst currently works for Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, they have worked at Tiaa-Cref Individual & Institutional Services, LLC, Charles Schwab & Co., Inc, Schwab Private Client Investment Advisory, Inc and Tiaa. Ernst maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to operate in Alabama, Colorado, Connecticut, Delaware, District Of Columbia, Louisiana, Maryland, Massachusetts, Nebraska, New Jersey, Texas and Washington. Tiaa-Cref Individual & Institutional Services, LLC is a company based out of New York, NY. The company has offices in 136 locations and a total of 1,235 advisors. It administers $31 billion in assets under management between its 76,892 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 22 charitable organizations. Of its 76,892 accounts, 62% belong to high-net-worth clients who have more than $1 million in investable assets. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely are based on which services are offered. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC most likely are comprised of some 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
Mark Ernst Work History
Mark has been registered as a financial advisor for 8 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Schwab Private Client Investment Advisory, Inc
Charles Schwab & Co., Inc
*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 Mark Ernst 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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