Edward
Springer
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Edward Springer is a financial advisor operating out of Tampa, Florida with a total of 10 years of industry experience. Springer works at Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Pnc, Pnc Investments, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Springer has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to work in Connecticut, Florida, Nebraska and New Jersey. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment business that has its headquarters in New York, NY. The company has offices in 136 locations and a total of 1,235 financial advisors. It handles $31 billion in assets across its 76,892 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 22 charities and foundations. Of its 76,892 customer accounts, 62% are associated with high-net-worth clients who have more than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely depend on which service is provided. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC most likely are comprised of 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
Edward Springer Work History
Edward has been registered as a financial advisor for 10 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Pnc
Pnc Investments
*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 Edward Springer 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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