Alyssa
White

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6128183
Investment Advisor
in Chicago, IL

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About this Advisor

Alyssa White is a financial advisor based in Chicago, Illinois, with a total of 8 years of industry experience. White currently works for Tiaa-Cref Individual & Institutional Services, LLC. White has gained experience at Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. White maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to operate in District Of Columbia, Illinois, Maryland, Massachusetts and Texas. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment company that has its headquarters in New York, NY. The firm has offices in 136 locations and a total of 1,235 people on staff. It controls $31 billion in total assets between its 76,892 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 22 charities and foundations. Of its 76,892 accounts, 62% are held by high-net-worth individuals who have at least $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC most likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

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

333 W. Wacker Drive 28Th Floor
Chicago, IL 60606

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

IL Average: 88
Total Number of Accounts

76,892

IL Average: 3,892
Average Account Size

$401,951

IL Average: $1,917,921

Investment Advisory Services

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

Alyssa White Work History

Alyssa has been registered as a financial advisor for 8 years.*

2013 - Present (11 years)

Tiaa

2013 - Present (11 years)

Tiaa-Cref Individual & Institutional Services, LLC

*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 Alyssa White 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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Daniel Ruppel
Denver, CO
Navin Jayasekar
Atlanta, GA
Braden Danielson
Spokane, WA
Jeffrey Norton
Minneapolis, MN

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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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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