Gregory
Mcgraime

Tiaa-Cref Individual & Institutional Services, LLC

CRD#2962513
Investment Advisor
in Melville, NY

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About this Advisor

Gregory Mcgraime is a financial advisor based out of Melville, New York who has 8 years of relevant experience. Mcgraime currently works for Tiaa-Cref Individual & Institutional Services, LLC. The advisor has gained experience at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Pricewaterhouse Coopers Llp. Mcgraime maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can work in Connecticut and New York. Tiaa-Cref Individual & Institutional Services, LLC is a company based in New York, NY. It has offices in 136 locations and a total of 1,235 employees. It handles $31 billion in assets across its 76,892 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 76,892 accounts, 62% belong to high-net-worth investors who have at least $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. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC most likely include any combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 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

58 South Service Road Suite 305
Melville, NY 11747

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

NY Average: 88
Total Number of Accounts

76,892

NY Average: 3,892
Average Account Size

$401,951

NY Average: $1,917,921

Investment Advisory Services

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

Gregory Mcgraime Work History

Gregory has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Tiaa

2015 - Present (9 years)

Tiaa-Cref Individual & Institutional Services, LLC

2008 - 2015 (7 years)

Pricewaterhouse Coopers Llp

*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 Gregory Mcgraime 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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