Mark
Binder

Tiaa-Cref Individual & Institutional Services, LLC

CRD#2668406
Investment Advisor
in Atlanta, GA

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About this Advisor

Mark Binder is a financial advisor based in Atlanta, Georgia, with a total of 11 years in the industry. Binder is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Binder has gained experience at Garrett Investment Advisors, LLC, E*Trade Capital Management, LLC, E*Trade Securities LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Binder maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is able to work in Georgia. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory business based in Atlanta, Georgia. The firm has offices in 125 locations and a total of 1,221 people on staff. It administers $39 billion in assets between its 79,757 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 27 charities and foundations. Of its 79,757 accounts, 62% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually are based on which services the firm provides the client. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC likely consist of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

Six Concourse Parkway Suite 2600
Atlanta, GA 30328-6104

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$39,281,759,251

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

1,221

GA Average: 88
Total Number of Accounts

79,757

GA Average: 3,892
Average Account Size

$492,518

GA Average: $1,917,921

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Investment Advisory Services

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

Mark Binder Work History

Mark has 11 years of experience.

2013 - Present (10 years)

Tiaa

2013 - Present (10 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2013 (< 1 year)

E*Trade Capital Management, LLC

2013 - 2013 (< 1 year)

E*Trade Securities LLC

2011 - 2013 (2 years)

Garrett Investment Advisors, LLC

Disclosures

Mark Binder has no disclosures.

Please visit their SEC profile for more details.

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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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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