Shelly-Ann
Eweka

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4512440
Investment Advisor
in Denver, CO
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About this Advisor

Shelly-Ann Eweka is a certified financial planner who works in Denver, Colorado. Currently an investment advisor with Tiaa-Cref Individual & Institutional Services, LLC, Eweka has 13 years of work experience as a financial advisor. Eweka holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Eweka is able to act as an advisor based out of Colorado. Over the course of their career, they have held roles at Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Tiaa-Cref Individual & Institutional Services, LLC is based out of Denver, Colorado, and operates out of 153 additional brick-and-mortar locations in the country. In aggregate, Tiaa-Cref Individual & Institutional Services, LLC manages $26 billion in assets dispersed across 64,735 client accounts and employs more than 1,991 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 62% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC can offer financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

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

$25,183,075,928

CO Average: $7,464,549,021
Total Number of Employees

1,988

CO Average: 88
Total Number of Accounts

69,021

CO Average: 3,892
Average Account Size

$364,861

CO Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Shelly-Ann Eweka Work History

Shelly-Ann has 13 years of experience.

2005 - Present (14 years)

Tiaa-Cref Individual & Institutional Services, LLC

2005 - Present (14 years)

Tiaa

Disclosures

Shelly-Ann Eweka has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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