John
Tenofsky
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
John Tenofsky is a financial advisor based in Latham, New York, working with Tiaa-Cref Individual & Institutional Services, LLC. John has previously held positions at Td Ameritrade, Inc, Citizens Securities, Inc, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Merrill Lynch, Pierce, Fenner & Smith Inc, Realogy/Citi Habitats, Bank Of America, N.A, and Td Ameritrade Investment Management, LLC. John has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in New York. Currently, John is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Latham, New York. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
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Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Tenofsky Work History
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Citizens Securities, Inc
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Realogy/Citi Habitats
Disclosures
Please visit the SEC profile of John Tenofsky 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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