Andrea
Mati
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Andrea Mati is a financial advisor operating in West Hartford, Connecticut with 1 year of industry experience. Mati is an employee of Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, they have worked at Vitos By The Water, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Merrill Lynch, Pierce, Fenner & Smith Inc, First America, Bank Of America N.A, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Mati maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to advise clients in Connecticut and Massachusetts. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory firm operating out of New York, NY. The firm has offices in 136 locations and a total of 1,235 people on staff. It handles $31 billion in assets under management between its 76,892 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 22 charitable organizations. Of its 76,892 client accounts, 62% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely vary depending on the type of services. Fee types billed by Tiaa-Cref Individual & Institutional Services, LLC likely 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
Andrea Mati Work History
Andrea has been registered as a financial advisor for 1 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
First America
Vitos By The Water
*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 Andrea Mati 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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