Thomas
Davis

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5846152
Investment Advisor
in Hamden, CT

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About this Advisor

Thomas Davis is a financial advisor working in Hamden, Connecticut, who has been in the advisory business for 10 years. Davis is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. The advisor has gained experience at American Income Life Insurance, First Niagara Securities, Lpl, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Colonial Life Insurance and Morgan Stanley Smith Barney. Davis maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut. Tiaa-Cref Individual & Institutional Services, LLC is an advisory firm headquartered in Hamden, Connecticut. It has offices in 160 locations and a total of 1,988 advisors. It has $25 billion in assets under management among its 69,021 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 39 charitable organizations. Of its 69,021 client accounts, 61% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely are based on which services are offered. However, fees billed by Tiaa-Cref Individual & Institutional Services, LLC most likely consist of some combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

2319 Whitney Avenue Suite 6A
Hamden, CT 06518

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

CT Average: $7,464,549,021
Total Number of Employees

1,988

CT Average: 88
Total Number of Accounts

69,021

CT Average: 3,892
Average Account Size

$364,861

CT Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Thomas Davis Work History

Thomas has 11 years of experience.

2014 - Present (6 years)

Tiaa

2014 - Present (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

2011 - 2014 (3 years)

First Niagara Securities

2011 - 2014 (3 years)

Lpl

2010 - 2010 (< 1 year)

Colonial Life Insurance

2010 - 2011 (1 year)

Morgan Stanley Smith Barney

2009 - 2010 (1 year)

American Income Life Insurance

Disclosures

Thomas Davis has no disclosures.

Please visit their SEC profile for more details.

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This content was compiled from the SEC and FINRA.

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