William
Hall

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5923209
Investment Advisor
in Denver, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Hall is a financial advisor who works out of Denver, Colorado, with 1 year of industry experience. Hall works at Tiaa-Cref Individual & Institutional Services, LLC. During their career, the advisor has held roles at Nylife Securities LLC, New York Life Insurance Company, Mass Mutual Life Insurance Company, Mml Investors Services, LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Hall maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California, Colorado and Hawaii. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory business operating out of New York, NY. The company has offices in 136 locations and a total of 1,235 advisors. It handles $31 billion in assets under management among its 76,892 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 22 charitable organizations. Of its 76,892 accounts, 62% belong to high-net-worth individuals who have greater than $1 million in investable assets. 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. Financial advisory fee schedules vary depending on which services the firm provides the client. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC can include some combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

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

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

William Hall Work History

William has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Tiaa

2022 - Present (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2018 - 2022 (4 years)

Mass Mutual Life Insurance Company

2018 - 2022 (4 years)

Mml Investors Services, LLC

2011 - 2018 (7 years)

Nylife Securities LLC

2011 - 2018 (7 years)

New York Life Insurance Company

*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 William Hall 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

Alyssa White
Chicago, IL
Ryan Brown
Durham, NC
Anthony Roselli
Roseland, NJ
Paul Bello
West Harrison, NY
Cara Sanchez
Chicago, IL
Ross Lloyd
Atlanta, GA
Rasheed Defense
New York, NY
Patricia Lee
Roseland, NJ

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