Bradford
Newitt

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4713515
Investment Advisor
in East Lansing, MI

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About this Advisor

Bradford Newitt is a financial advisor based in East Lansing, Michigan, working with Tiaa-Cref Individual & Institutional Services, LLC. Bradford has previously held positions at Hantz Financial Services, Inc, Tiaa, and Tiaa-Cref Individual & Institutional Services, LLC. Bradford has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Bradford is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of East Lansing, Michigan. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

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

4660 S. Hagadorn Road
East Lansing, MI 48823

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$32,676,871,332

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

1,519

MI Average: 88
Total Number of Accounts

73,602

MI Average: 3,892
Average Account Size

$443,967

MI Average: $1,917,921

Investment Advisory Services

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

Bradford Newitt Work History

2017 - Present (7 years)

Tiaa

2017 - Present (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2003 - 2017 (14 years)

Hantz Financial Services, Inc

Disclosures

Please visit the SEC profile of Bradford Newitt 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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Amandeep Somal
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Cameron Bristol
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Rahul Kashyap
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