Marie
Dicesare

Tiaa-Cref Individual & Institutional Services, LLC

CRD#2376794
Investment Advisor
in Medfield, MA

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About this Advisor

Marie Dicesare is a financial advisor operating in Medfield, Massachusetts with 8 years of relevant experience. Dicesare is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, they have worked at Tiaa-Cref Individual & Institutional Services, LLC, Bank Of America/Merrill Lynch and Tiaa. Dicesare holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment business that has its headquarters in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 advisors. It has $31 billion in assets between its 76,892 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 22 charities and foundations. Of its 76,892 client accounts, 62% are associated with high-net-worth clients who have at least $1 million in investable assets. The business has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically depend on which services the firm provides the client. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

Medfield, MA

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

MA Average: 88
Total Number of Accounts

76,892

MA Average: 3,892
Average Account Size

$401,951

MA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Marie Dicesare Work History

Marie has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Tiaa-Cref Individual & Institutional Services, LLC

2014 - Present (10 years)

Tiaa

2006 - 2014 (8 years)

Bank Of America/Merrill Lynch

*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 Marie Dicesare 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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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.

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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.

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