William
Brown
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
William Brown is a financial advisor operating in Morganville, New Jersey, who has 8 years of industry experience. Brown works at Tiaa-Cref Individual & Institutional Services, LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc : 7691, E*Trade Securities LLC, E*Trade Capital Management LLC, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Brown maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in New Jersey. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory firm that has its headquarters in New York, NY. The firm has offices in 136 locations and a total of 1,235 employees. It controls $31 billion in assets under management among its 76,892 client accounts, placing it among the largest investment advisory firms in the nation 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 investable assets. Tiaa-Cref Individual & Institutional Services, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC likely include some combination of 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
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
William Brown Work History
William has been registered as a financial advisor for 8 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
E*Trade Securities LLC
E*Trade Capital Management LLC
Merrill Lynch, Pierce, Fenner & Smith Inc : 7691
*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 William Brown 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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