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 based in Hamden, Connecticut, who has been in the industry for 10 years. Davis is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, they have worked at Morgan Stanley Smith Barney, Colonial Life Insurance, American Income Life Insurance, San Diego Padres, First Niagara Securities, Lpl, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Davis holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Connecticut. Tiaa-Cref Individual & Institutional Services, LLC is an advisory firm that has its headquarters in Hamden, Connecticut. The investment advisory business has offices in 153 locations and a total of 1,991 advisors. It controls $26 billion in assets between its 64,735 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 38 charities and foundations. Of its 64,735 accounts, 62% belong to high-net-worth individuals who have more than $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC likely consist of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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 10 years of experience.

2014 - Present (5 years)

Tiaa

2014 - Present (5 years)

Tiaa-Cref Individual & Institutional Services, LLC

2011 - 2014 (3 years)

First Niagara Securities

2011 - 2014 (3 years)

Lpl

2010 - 2011 (1 year)

Morgan Stanley Smith Barney

2010 - 2010 (< 1 year)

Colonial Life Insurance

2009 - 2010 (1 year)

American Income Life Insurance

2008 - 2009 (1 year)

San Diego Padres

Disclosures

Thomas Davis has no disclosures.

Please visit their SEC profile for more details.

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Aaron Moberg
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Thomas Davis
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This content was compiled from the SEC and FINRA.

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