Erica
Damato

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6209628
Investment Advisor
in Charlotte, NC

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About this Advisor

Erica Damato is a financial advisor working in Charlotte, North Carolina, with 3 years of relevant experience. Damato currently works for Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, Damato has held roles at Pruco Securities LLC, The Prudential Insurance Company Of America, The Eventide Group, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Damato holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to advise clients in Alabama, Connecticut, Delaware, District Of Columbia, Louisiana, Maryland, Massachusetts, Nebraska, New Jersey, North Carolina, Texas and Washington. Tiaa-Cref Individual & Institutional Services, LLC is a firm based out of New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 advisors. It oversees $31 billion in assets among its 76,892 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 22 charitable organizations. Of its 76,892 accounts, 62% are held by high-net-worth individuals who have greater than $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically depend on the type of services offered. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC likely consist of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

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

8500 Andrew Carnegie Blvd G.A. Charlotte Osj
Charlotte, NC 28262

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

NC Average: 88
Total Number of Accounts

76,892

NC Average: 3,892
Average Account Size

$401,951

NC Average: $1,917,921

Investment Advisory Services

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

Erica Damato Work History

Erica has been registered as a financial advisor for 3 years.*

2017 - Present (7 years)

Tiaa

2017 - Present (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2017 (4 years)

Pruco Securities LLC

2013 - 2017 (4 years)

The Prudential Insurance Company Of America

2009 - 2013 (4 years)

The Eventide Group

*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 Erica Damato 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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