Kimya
Kamran

Tiaa-Cref Individual & Institutional Services, LLC

CRD#7231855
Investment Advisor
in Tampa, FL

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About this Advisor

Kimya Kamran is a financial advisor based in Tampa, Florida, working with Tiaa-Cref Individual & Institutional Services, LLC. Kimya has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Champa Street Burger Works, University Of Colorado Denver, Community College Of Denver, and Pnkroyalty LLC. Kimya has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Kimya is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Tampa, 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 selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.

Certifications and Registrations

Series 63, 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

14055 Riveredge Drive Suite 320
Tampa, FL 33637

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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

Kimya Kamran Work History

2020 - Present (4 years)

Tiaa

2020 - Present (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - Present (8 years)

Pnkroyalty LLC

2017 - 2019 (2 years)

University Of Colorado Denver

2017 - 2017 (< 1 year)

Community College Of Denver

2013 - 2016 (3 years)

Champa Street Burger Works

Disclosures

Please visit the SEC profile of Kimya Kamran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advice And Planning Services

Khalil Morgan
Charlotte, NC
Juan Amador
Frisco, TX
Tristan Latzel
Denver, CO
Haley Clanton
Charlotte, NC
Reece Betcher
Milwaukie, OR
Amandeep Somal
Lewisville, TX
Cameron Bristol
Denver, CO
Rahul Kashyap
Charlotte, NC

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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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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