Selmir
Avdic

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4951214
Investment Advisor
in Denver, CO

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About this Advisor

Selmir Avdic is a financial advisor based out of Denver, Colorado with 8 years of industry experience. Avdic is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Avdic has a Series 66 license, 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 a registered investment business that has its headquarters in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 advisors. It has $31 billion in assets across its 76,892 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 22 charities and foundations. Of its 76,892 customer accounts, 62% are held by high-net-worth clients who have at least $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC most likely include asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

8 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 3300 Denver Regional
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

Selmir Avdic Work History

Selmir has been registered as a financial advisor for 8 years.*

2006 - Present (18 years)

Tiaa

2006 - Present (18 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 Selmir Avdic 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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