Anthony
Roselli

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5819481
Investment Advisor
in Roseland, NJ

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About this Advisor

Anthony Roselli is a financial advisor operating in Roseland, New Jersey, with 1 year of relevant experience. Roselli currently works for Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, Roselli has held roles at Ubs Financial Services Inc, E*Trade Securities LLC, Fidelity Brokerage Services, LLC, Fidelity Personal And Workplace Advisors, Harrisdirect LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and E*Trade Capital Management LLC. Roselli has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in New Jersey. Tiaa-Cref Individual & Institutional Services, LLC is an advisory firm based in New York, NY. The firm has offices in 136 locations and a total of 1,235 people on staff. It handles $31 billion in assets under management between its 76,892 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 22 charitable organizations. Of its 76,892 accounts, 62% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice typically vary depending on which services the firm provides the client. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC may include some combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

5 Becker Farm Road Suite 140
Roseland, NJ 07068

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

NJ Average: 88
Total Number of Accounts

76,892

NJ Average: 3,892
Average Account Size

$401,951

NJ Average: $1,917,921

Investment Advisory Services

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

Anthony Roselli Work History

Anthony has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Tiaa

2022 - Present (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2020 - 2022 (2 years)

Fidelity Brokerage Services, LLC

2020 - 2022 (2 years)

Fidelity Personal And Workplace Advisors

2014 - 2019 (5 years)

E*Trade Securities LLC

2014 - 2019 (5 years)

Harrisdirect LLC

2014 - 2019 (5 years)

E*Trade Capital Management LLC

2013 - 2014 (1 year)

Ubs Financial Services Inc

*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 Anthony Roselli 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

Patricia Lee
Roseland, NJ
David Arndt
Lewisville, TX
Jeffrey Withington
Hanover, NH
Rasheed Defense
New York, NY
Braden Danielson
Spokane, WA
Anthony Roselli
Roseland, NJ
Jeffrey Norton
Minneapolis, MN
Joy Massimi
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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