Kristen
Horvath
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Kristen Horvath is a financial advisor based out of Ann Arbor, Michigan, with a total of 9 years of relevant experience. Horvath is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. During their career, the advisor has held roles at Jpmorgan Chase Bank, J.P. Morgan Securities LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Horvath holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to advise clients in Michigan. Tiaa-Cref Individual & Institutional Services, LLC is an advisory business based in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 people on staff. It has $31 billion in assets between its 76,892 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 22 charitable organizations. Of its 76,892 customer accounts, 62% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually vary depending on which services are provided. Fee types charged by Tiaa-Cref Individual & Institutional Services, LLC likely are comprised of any combination of 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
Kristen Horvath Work History
Kristen has been registered as a financial advisor for 9 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
J.P. Morgan Securities LLC
Jpmorgan Chase 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 Kristen Horvath 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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