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 with 1 year of relevant experience. Tenofsky is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, Tenofsky has held roles at Nylife Securities LLC, New York Life Ins Co, Merrill Lynch, Pierce, Fenner & Smith Inc, Realogy/Citi Habitats, Bank Of America, N.A, Td Ameritrade, Inc, Citizens Securities, Inc, Td Ameritrade Investment Management, LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Tenofsky maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment business operating out of New York, NY. The firm has offices in 136 locations and a total of 1,235 employees. It controls $31 billion in assets among its 76,892 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 22 charitable organizations. Of its 76,892 accounts, 62% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on the financial services offered. Fee types charged by Tiaa-Cref Individual & Institutional Services, LLC can consist 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
John Tenofsky Work History
John has been registered as a financial advisor for 1 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
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
Nylife Securities LLC
New York Life Ins Co
*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 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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