Todd
Myatt

Tiaa-Cref Individual & Institutional Services, LLC

CRD#3024004
Investment Advisor
in Andover, MA

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About this Advisor

Todd Myatt is a financial advisor who works in Andover, Massachusetts with a total of 8 years of relevant experience. Myatt works at Tiaa-Cref Individual & Institutional Services, LLC. Myatt has gained experience at Cco Investment Services Corp, Citizens Bank, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Myatt holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can work in Massachusetts. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory business operating out of New York, NY. It has offices in 136 locations and a total of 1,235 advisors. It handles $31 billion in total assets across its 76,892 customer accounts, making it one of the largest investment advisory firms in the nation 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. Tiaa-Cref Individual & Institutional Services, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services usually depend on which services the firm provides the client. Fee types charged by Tiaa-Cref Individual & Institutional Services, LLC can include asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

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

300 Brickstone Square Suite 102
Andover, MA 01810

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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

Todd Myatt Work History

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

2015 - Present (9 years)

Tiaa

2015 - Present (9 years)

Tiaa-Cref Individual & Institutional Services, LLC

2014 - 2015 (1 year)

Cco Investment Services Corp

2010 - 2014 (4 years)

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 Todd Myatt 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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