Vincent
Bishop
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Vincent Bishop is a financial advisor working out of Denver, Colorado who has 1 year of relevant experience. Bishop is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, they have worked at Keybank, Key Investment Services LLC, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Bishop holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, Colorado, Connecticut, Delaware, District Of Columbia, Louisiana, Maryland, Massachusetts, Nebraska, New Jersey, Texas, Utah and Washington. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory business that has its headquarters in New York, NY. The company has offices in 136 locations and a total of 1,235 financial advisors. It has $31 billion in total assets among its 76,892 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 22 charities and foundations. Of its 76,892 client accounts, 62% are associated with high-net-worth clients who have greater than $1 million in investable 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. Fees for financial advice typically are based on which services the firm provides the client. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC most likely include 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$30,906,830,115
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,235
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
76,892
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Vincent Bishop Work History
Vincent has been registered as a financial advisor for 1 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Key Investment Services LLC
Keybank
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
*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 Vincent Bishop 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
New York, NY
Lewisville, TX
Philadelphia, PA
Hanover, NH
Roseland, NJ
Roseland, NJ
Spokane, WA
Minneapolis, MN
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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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