James
Rushton

Tiaa-Cref Individual & Institutional Services, LLC

CRD#2415915
Investment Advisor
in Hanover, NH

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About this Advisor

James Rushton is a financial advisor based in Hanover, New Hampshire, working with Tiaa-Cref Individual & Institutional Services, LLC. James has previously held positions at Fidelity Brokerage Services, Inc, Tiaa-Cref Individual & Institutional Services, LLC, and Tiaa. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire and Vermont. Currently, James is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Hanover, 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 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

2 Buck Road Suite D
Hanover, NH 03755

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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

James Rushton Work History

2015 - Present (10 years)

Tiaa-Cref Individual & Institutional Services, LLC

2015 - Present (10 years)

Tiaa

1994 - 2015 (21 years)

Fidelity Brokerage Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of James Rushton 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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Reece Betcher
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Amandeep Somal
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Cameron Bristol
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Rahul Kashyap
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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