Trevor
Crane
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Trevor Crane is a financial advisor working in Denver, Colorado. Crane is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Fidelity Brokerage Services LLC, Lyft, Lincoln College Of Technology, Tradesmen International, Cc Brokers Insurance, Banker Life And Casualty, Independent Financial Group, LLC, X Advisors, LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Fidelity Personal And Workplace Advisors. Crane has a Series 66 license, which qualifies 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 company that has its headquarters in New York, NY. The firm has offices in 136 locations and a total of 1,235 advisors. It controls $31 billion in assets across its 76,892 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 22 charitable organizations. Of its 76,892 customer accounts, 62% are held by high-net-worth individuals who have more than $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules are based on the financial services. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC likely include some 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
Trevor Crane Work History
Trevor has been registered as a financial advisor for 0 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Independent Financial Group, LLC
X Advisors, LLC
Fidelity Brokerage Services LLC
Lyft
Fidelity Personal And Workplace Advisors
Lincoln College Of Technology
Tradesmen International
Cc Brokers Insurance
Banker Life And Casualty
*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 Trevor Crane 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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