Zachary
Newberg

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5865819
Investment Advisor
in Ames, IA
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About this Advisor

Zachary Newberg is a financial advisor working in Ames, Iowa, who has been in the advisory business for 11 years. Newberg is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa-Cref Individual & Institutional Services, LLC, Red Oak Pharmacy, Fareway Food Stores, Wells Fargo, T. Rowe Price and Tiaa. Newberg has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Iowa. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory company headquartered in Ames, Iowa. The company has offices in 153 locations and a total of 1,991 financial advisors. It oversees $26 billion in total assets between its 64,735 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 38 charities and foundations. Of its 64,735 accounts, 62% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC performs a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules depend on which services the firm provides the client. Fee types billed by Tiaa-Cref Individual & Institutional Services, LLC likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

2713 Stange Road, Suite 105
Ames, IA 50010

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,820,060,727

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

1,991

IA Average: 88
Total Number of Accounts

64,735

IA Average: 3,892
Average Account Size

$398,858

IA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Zachary Newberg Work History

Zachary has 11 years of experience.

2014 - Present (5 years)

Tiaa-Cref Individual & Institutional Services, LLC

2014 - Present (5 years)

Tiaa

2010 - 2014 (4 years)

T. Rowe Price

2009 - 2010 (1 years)

Wells Fargo

2008 - 2009 (1 years)

Red Oak Pharmacy

2007 - 2009 (2 years)

Fareway Food Stores

Disclosures

Zachary Newberg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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