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 based in Gainesville, Florida, working with Tiaa-Cref Individual & Institutional Services, LLC. Brian has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, and the University of Florida. Brian has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Brian is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Gainesville, Florida. 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 the 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

5001 Celebration Pointe Suite 120
Gainesville, FL 32608

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$32,676,871,332

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

1,519

FL Average: 88
Total Number of Accounts

73,602

FL Average: 3,892
Average Account Size

$443,967

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

2018 - Present (6 years)

Tiaa

2018 - Present (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

2007 - 2017 (10 years)

University Of Florida

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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Reece Betcher
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Amandeep Somal
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Cameron Bristol
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Rahul Kashyap
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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