David
Ryan
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
David Ryan is a financial advisor based out of Andover, Massachusetts, with a total of 8 years of industry experience. Ryan currently works for Tiaa-Cref Individual & Institutional Services, LLC. Ryan has gained experience at Citizens Securities, Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Citizens Bank. Ryan maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut and Massachusetts. Tiaa-Cref Individual & Institutional Services, LLC is a firm based in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 people on staff. It administers $31 billion in assets between its 76,892 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 22 charities and foundations. Of its 76,892 client accounts, 62% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management vary depending on which service is offered. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC 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
$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
David Ryan Work History
David has been registered as a financial advisor for 8 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Citizens Securities, Inc
Citizens Bank
*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 David Ryan 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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