Connor
Baldwin

Tiaa-Cref Individual & Institutional Services, LLC

CRD#7554921
Investment Advisor
in Dover, NH

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About this Advisor

Connor Baldwin is a financial advisor based in Dover, New Hampshire, working with Tiaa-Cref Individual & Institutional Services, LLC. Connor has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Jd Stewart Financial, University Of Maine Orono, The Constant Gardener, Chilis Grill And Bar, Bonny Eagle High School, Hannaford, Salmon Falls Country Club, and Bonny Eagle Middle School. Connor has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts, New Hampshire, and North Carolina. Currently, Connor is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Dover, New Hampshire. 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 66

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

Dover, NH

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$32,676,871,332

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

1,519

NH Average: 88
Total Number of Accounts

73,602

NH Average: 3,892
Average Account Size

$443,967

NH Average: $1,917,921

Investment Advisory Services

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

Connor Baldwin Work History

2022 - Present (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2022 - Present (2 years)

Tiaa

2022 - 2022 (< 1 year)

Jd Stewart Financial

2021 - 2021 (< 1 year)

Tiaa

2020 - 2020 (< 1 year)

The Constant Gardener

2019 - 2019 (< 1 year)

Chilis Grill And Bar

2018 - 2021 (3 years)

University Of Maine Orono

2018 - 2018 (< 1 year)

Chilis Grill And Bar

2016 - 2018 (2 years)

Hannaford

2016 - 2016 (< 1 year)

Salmon Falls Country Club

2014 - 2018 (4 years)

Bonny Eagle High School

2012 - 2014 (2 years)

Bonny Eagle Middle School

Disclosures

Please visit the SEC profile of Connor Baldwin 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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