Eric
Farley
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Eric Farley is a financial advisor working out of Carmel, Indiana with 8 years of industry experience. Farley is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Jp Morgan Chase Bank Na, J.P. Morgan Securities LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Farley has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Indiana and Washington. Tiaa-Cref Individual & Institutional Services, LLC is an advisory company that has its headquarters in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 people on staff. It has $31 billion in assets across its 76,892 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 22 charities and foundations. Of its 76,892 client accounts, 62% belong to high-net-worth clients who have more than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules largely depend on which service is offered. Fee types billed by Tiaa-Cref Individual & Institutional Services, LLC most likely include 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
Eric Farley Work History
Eric has been registered as a financial advisor for 8 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
J.P. Morgan Securities LLC
Jp Morgan Chase Bank Na
*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 Eric Farley 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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