Tristan
Papouyan
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Tristan Papouyan is a financial advisor based in Washington, District Of Columbia who has 1 year of relevant experience. Papouyan is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Freedom High School, Sonoco Products Company, Army National Guard, Unemployed (Career Switch), The Citadel, The Military College Of South Carolina, Bank Of America, N.A, Janney Montgomery Scott LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Papouyan has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in District Of Columbia and Virginia. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment firm operating out of New York, NY. It has offices in 136 locations and a total of 1,235 employees. It oversees $31 billion in total assets across its 76,892 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 22 charities and foundations. Of its 76,892 customer accounts, 62% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely are based on which services the firm provides the client. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC most likely include 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
Tristan Papouyan Work History
Tristan has been registered as a financial advisor for 1 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Janney Montgomery Scott LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Unemployed (Career Switch)
Bank Of America, N.A
Sonoco Products Company
Army National Guard
The Citadel, The Military College Of South Carolina
Freedom High School
*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 Tristan Papouyan 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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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.
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