Brian
Berryman

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4694602
Investment Advisor
in Gainesville, FL

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About this Advisor

Brian Berryman is a financial advisor working out of Gainesville, Florida who has 5 years of industry experience. Berryman is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and University Of Florida. Berryman maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Tiaa-Cref Individual & Institutional Services, LLC is a business based in New York, NY. The company has offices in 136 locations and a total of 1,235 advisors. It manages $31 billion in assets under management among its 76,892 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 22 charities and foundations. Of its 76,892 accounts, 62% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually depend on which service is offered. Fee types charged by Tiaa-Cref Individual & Institutional Services, LLC most likely consist of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

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

5001 Celebration Pointe Suite 120
Gainesville, FL 32608

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

FL Average: 88
Total Number of Accounts

76,892

FL Average: 3,892
Average Account Size

$401,951

FL Average: $1,917,921

Investment Advisory Services

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

Brian Berryman Work History

Brian has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Tiaa

2018 - Present (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

2007 - 2017 (10 years)

University Of Florida

*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 Brian Berryman 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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