Renee
Smith

Tiaa-Cref Individual & Institutional Services, LLC

CRD#3074661
Investment Advisor
in Denver, CO

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About this Advisor

Renee Smith is a financial advisor working in Denver, Colorado with 11 years of industry experience. Smith is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. During their career, the advisor has held roles at Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Smith maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment company that has its headquarters in New York, NY. It has offices in 136 locations and a total of 1,235 employees. It handles $31 billion in assets under management among its 76,892 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 22 charitable organizations. Of its 76,892 customer accounts, 62% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees are based on which service is provided. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC most likely consist of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

11 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

1670 Broadway Suite 2200, Denver Hub
Denver, CO 80202-5602

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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

Renee Smith Work History

Renee has been registered as a financial advisor for 11 years.*

2008 - Present (16 years)

Tiaa-Cref Individual & Institutional Services, LLC

2008 - Present (16 years)

Tiaa

*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 Renee Smith 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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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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