Chad
Greenway
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Chad Greenway is a financial advisor working in Omaha, Nebraska who has 6 years of industry experience. Greenway is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. During their career, the advisor has held roles at Greenway International, Td Ameritrade Investment Management, LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Td Ameritrade, Inc and Td Ameritrade. Greenway has Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to operate in Nebraska. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory business based in New York, NY. The firm has offices in 136 locations and a total of 1,235 advisors. It handles $31 billion in total assets across its 76,892 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 22 charitable organizations. Of its 76,892 client accounts, 62% belong to high-net-worth clients who have at least $1 million in assets. The business performs 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 are based on which services the firm provides the client. Fee types 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
Chad Greenway Work History
Chad has been registered as a financial advisor for 6 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Td Ameritrade Investment Management, LLC
Td Ameritrade, Inc
Td Ameritrade
Greenway International
*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 Chad Greenway 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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