Olivia
Newsome
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Olivia Newsome is a financial advisor operating out of Denver, Colorado. Newsome currently works for Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, General Services Administration, Temple University, St. Stephens & St. Agnes School, Amit Trading, Scribe Video Center, South Moon Under and Alexandria City Recreation Department. Newsome has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Colorado. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment company based in New York, NY. The firm has offices in 136 locations and a total of 1,235 financial advisors. It controls $31 billion in total assets across its 76,892 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 22 charities and foundations. Of its 76,892 client accounts, 62% belong to high-net-worth investors who have greater than $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically are based on the type of financial services provided. Fee types billed by Tiaa-Cref Individual & Institutional Services, LLC most likely consist 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
Olivia Newsome Work History
Olivia has been registered as a financial advisor for 0 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
General Services Administration
Amit Trading
Scribe Video Center
South Moon Under
Temple University
Alexandria City Recreation Department
St. Stephens & St. Agnes School
*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 Olivia Newsome 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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