Slava
Davidoff

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5721673
Investment Advisor
in Denver, CO

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About this Advisor

Slava Davidoff is a financial advisor based in Denver, Colorado who has 7 years of relevant experience. Davidoff works at Tiaa-Cref Individual & Institutional Services, LLC. The advisor has gained experience at Curian Clearing LLC, Curian Capital, LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Davidoff maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado. Tiaa-Cref Individual & Institutional Services, LLC is an advisory firm based in New York, NY. The firm has offices in 136 locations and a total of 1,235 employees. It manages $31 billion in assets between its 76,892 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 22 charitable organizations. Of its 76,892 accounts, 62% are associated with high-net-worth clients who have at least $1 million in assets available to invest. 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. A financial advisor's fees largely are based on which services are offered. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC most likely include asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

Slava Davidoff Work History

Slava has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Tiaa

2016 - Present (8 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2016 (3 years)

Curian Clearing LLC

2013 - 2016 (3 years)

Curian Capital, 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 Slava Davidoff 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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