Dragana
Petrovic

Tiaa-Cref Individual & Institutional Services, LLC

CRD#7182199
Investment Advisor
in Washington, DC

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About this Advisor

Dragana Petrovic is a financial advisor based in Washington, District of Columbia, working with Tiaa-Cref Individual & Institutional Services, LLC. Dragana has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, J6 Labs Consultants, Societe Generale Bank Serbia, E*Trade Securities LLC, E*Trade Capital Management LLC, Morgan Stanley, Harrisdirect LLC, Tiaa, and Tiaa-Cref Individual & Institutional Services, LLC. Dragana has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia and Virginia. Currently, Dragana is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Washington, District of Columbia. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.

Certifications and Registrations

Series 66

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

1300 Eye Street Suite 300W
Washington, DC 20005

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$32,676,871,332

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

1,519

DC Average: 88
Total Number of Accounts

73,602

DC Average: 3,892
Average Account Size

$443,967

DC Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Dragana Petrovic Work History

2023 - Present (1 year)

Tiaa

2023 - Present (1 year)

Tiaa-Cref Individual & Institutional Services, LLC

2023 - 2023 (< 1 year)

Morgan Stanley

2022 - 2023 (1 year)

E*Trade Securities LLC

2022 - 2023 (1 year)

E*Trade Capital Management LLC

2022 - 2023 (1 year)

Harrisdirect LLC

2019 - 2022 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2022 (3 years)

Bank Of America, N.A

2018 - 2019 (1 year)

J6 Labs Consultants

2004 - 2018 (14 years)

Societe Generale Bank Serbia

Disclosures

Please visit the SEC profile of Dragana Petrovic 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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