Dave
Boothe
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Dave Boothe is a financial advisor operating out of Las Vegas, Nevada who has 1 year of industry experience. Boothe currently works for Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Ameriprise Financial Services Inc, Northwestern Mutual, Unlv Campus Life Business Office, Unlv Housing, Unlv Lied Library, Mojave High School, University Of Nevada Las Vegas, Charles Schwab And Co., Inc, Charles Schwab Bank, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Boothe has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Nevada. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment firm headquartered in New York, NY. The firm has offices in 136 locations and a total of 1,235 advisors. It manages $31 billion in total assets between its 76,892 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 22 charities and foundations. Of its 76,892 accounts, 62% are held by high-net-worth investors who have at least $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically depend on the type of financial services provided. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC may 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$30,906,830,115
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,235
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
76,892
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dave Boothe Work History
Dave has been registered as a financial advisor for 1 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Charles Schwab And Co., Inc
Charles Schwab Bank
Ameriprise Financial Services Inc
Northwestern Mutual
Unlv Campus Life Business Office
Unlv Housing
Unlv Lied Library
University Of Nevada Las Vegas
Mojave High School
*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 Dave Boothe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advice And Planning Services
Roseland, NJ
Pittsburgh, PA
Hanover, NH
New York, NY
Roseland, NJ
Charlotte, NC
Spokane, WA
Philadelphia, PA
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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