Shelly-Ann
Eweka

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4512440
Investment Advisor
in Charlotte, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Shelly-Ann Eweka is a financial advisor who works out of Charlotte, North Carolina with a total of 3 years of relevant experience. Eweka is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Eweka holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Tiaa-Cref Individual & Institutional Services, LLC is an advisory business headquartered in New York, NY. The firm has offices in 136 locations and a total of 1,235 employees. It has $31 billion in total assets between its 76,892 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 22 charities and foundations. Of its 76,892 customer accounts, 62% are associated with high-net-worth individuals who have at least $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically are based on which services are offered. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC most likely include some combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

8500 Andrew Carnegie Blvd. Charlotte Hub
Charlotte, NC 28262

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

NC Average: 88
Total Number of Accounts

76,892

NC Average: 3,892
Average Account Size

$401,951

NC Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Shelly-Ann Eweka Work History

Shelly-Ann has been registered as a financial advisor for 3 years.*

2005 - Present (19 years)

Tiaa

2005 - Present (19 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 Shelly-Ann Eweka to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advice And Planning Services

Rasheed Defense
New York, NY
David Arndt
Lewisville, TX
Joy Massimi
Philadelphia, PA
Jeffrey Withington
Hanover, NH
Patricia Lee
Roseland, NJ
Anthony Roselli
Roseland, NJ
Braden Danielson
Spokane, WA
Jeffrey Norton
Minneapolis, MN

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started