Chad
Stein
Tiaa-Cref Individual & Institutional Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Chad Stein is a financial advisor who works in Aurora, Illinois who has 15 years of relevant experience. Stein is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa-Cref, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Stein has Series 63 and Series 66 licenses, designating them as a securities representative, and can serve investors in Illinois. Tiaa-Cref Individual & Institutional Services, LLC is an advisory company based in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 people on staff. It controls $31 billion in assets across its 76,892 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 22 charities and foundations. Of its 76,892 accounts, 62% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees vary depending on which service is provided. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC may include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Chad Stein Work History
Chad has been registered as a financial advisor for 15 years.*
Tiaa-Cref
Tiaa
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 Chad Stein 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
West Harrison, NY
Chicago, IL
Roseland, NJ
Lewisville, TX
Spokane, WA
Pittsburgh, PA
Philadelphia, PA
New York, NY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
