Sothearos
Gyallay
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Sothearos Gyallay is a financial advisor operating out of Denver, Colorado with 4 years of relevant experience. Gyallay is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Frasier Meadows Retirement Community, University Of Colorado At Boulder, Full Time Student, Boba Tea Company, Poki Poki, Sprouts and Whole Foods. Gyallay holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado. Tiaa-Cref Individual & Institutional Services, LLC is an advisory business operating out of New York, NY. The company has offices in 136 locations and a total of 1,235 people on staff. It manages $31 billion in assets under management across its 76,892 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 22 charitable organizations. Of its 76,892 accounts, 62% belong to high-net-worth clients who have at least $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which services are offered. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC may include any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Sothearos Gyallay Work History
Sothearos has been registered as a financial advisor for 4 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Frasier Meadows Retirement Community
University Of Colorado At Boulder
Boba Tea Company
Poki Poki
Whole Foods
Sprouts
Full Time Student
*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 Sothearos Gyallay 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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