Adam
Foster
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Adam Foster is a financial advisor who works out of Atlanta, Georgia, who has 8 years of relevant experience. Foster is an employee of Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, they have held roles at Hoffman Financial/Proequities (Broker/Dealer), Proequities, Inc, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Foster maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia. Tiaa-Cref Individual & Institutional Services, LLC is an advisory business headquartered in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 advisors. It oversees $31 billion in assets between its 76,892 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 22 charitable organizations. Of its 76,892 client accounts, 62% are associated with high-net-worth individuals who have at least $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically vary depending on which services are offered. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC most likely consist of some blend 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$30,906,830,115
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,235
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
76,892
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$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Adam Foster Work History
Adam has been registered as a financial advisor for 8 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Proequities, Inc
Hoffman Financial/Proequities (Broker/Dealer)
*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 Adam Foster 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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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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