Barbara
Kane

Tiaa-Cref Individual & Institutional Services, LLC

CRD#2339856
Investment Advisor
in New York, NY
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About this Advisor

Barbara Kane is a certified financial planner working in New York, New York, with a total of 21 years of professional experience. Kane currently works for Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa, Ernst & Young Llp and Tiaa-Cref Individual & Institutional Services, LLC. Kane has Series 63, Series 65 and Series 66 licenses, which qualify 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 an advisory business operating in New York, New York. The company has offices in 153 locations and a total of 1,991 advisors. It oversees $26 billion in total assets between its 64,735 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 38 charitable organizations. Of its 64,735 client accounts, 62% belong to high-net-worth investors who have at least $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees usually are based on the financial services offered. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC can include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

730 Third Avenue Nyc Regional
New York, NY 10017

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

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

1,988

NY Average: 88
Total Number of Accounts

69,021

NY Average: 3,892
Average Account Size

$364,861

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Barbara Kane Work History

Barbara has 21 years of experience.

2010 - Present (9 years)

Tiaa

2010 - Present (9 years)

Tiaa-Cref Individual & Institutional Services, LLC

1997 - 2010 (13 years)

Ernst & Young Llp

Disclosures

Barbara Kane has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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