Cara
Sanchez
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Cara Sanchez is a financial advisor based in Chicago, Illinois, working with Tiaa-Cref Individual & Institutional Services, LLC. Cara has previously held positions at Charles Schwab & Co., Inc, Schwab Private Client Investment Advisory, Inc, Kovitz Securities, LLC, Kovitz Investment Group Partners, LLC, Tiaa, and Tiaa-Cref Individual & Institutional Services, LLC. Cara has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Illinois. Currently, Cara is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Chicago, Illinois. 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
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Cara Sanchez Work History
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Kovitz Securities, LLC
Kovitz Investment Group Partners, LLC
Schwab Private Client Investment Advisory, Inc
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of Cara Sanchez 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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