Brendan
Pilaar

Tiaa-Cref Individual & Institutional Services, LLC

CRD#7300224
Investment Advisor
in Hackensack, NJ

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About this Advisor

Brendan Pilaar is a financial advisor based out of Hackensack, New Jersey with a total of 1 year of relevant experience. Pilaar is an employee of Tiaa-Cref Individual & Institutional Services, LLC. Pilaar has gained experience at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, The College Of New Jersey, Mahwah High School, Lawrenceville Township, Young World Day Camp, Goldfish Swim School, Skh Accounting and Gramercy Place Partners LLC. Pilaar has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to serve investors in New Jersey. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment company operating out of New York, NY. The firm has offices in 136 locations and a total of 1,235 advisors. It manages $31 billion in assets among its 76,892 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 22 charities and foundations. Of its 76,892 client accounts, 62% are associated with high-net-worth individuals who have greater than $1 million in assets. The company provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services are based on which services the firm provides the client. Fee types charged by Tiaa-Cref Individual & Institutional Services, LLC can consist of asset-based and other fees.

Certifications and Registrations

Series 63, 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

3 University Plaza Suite 614
Hackensack, NJ 07601

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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

Brendan Pilaar Work History

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

2020 - Present (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2020 - Present (4 years)

Tiaa

2019 - 2020 (1 year)

Lawrenceville Township

2019 - 2020 (1 year)

The College Of New Jersey

2016 - 2017 (1 year)

Gramercy Place Partners LLC

2015 - 2020 (5 years)

The College Of New Jersey

2015 - 2017 (2 years)

Goldfish Swim School

2014 - 2019 (5 years)

Young World Day Camp

2014 - 2015 (1 year)

Skh Accounting

2011 - 2015 (4 years)

Mahwah 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 Brendan Pilaar 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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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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