Mario
Gonzalez-Ayon
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Mario Gonzalez-Ayon is a financial advisor based out of Ithaca, New York with 1 year of industry experience. Gonzalez-Ayon is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, they have worked at Celestial Seasonings, The Global Trade Network LLC, Scottrade, Inc, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Lpl Financial LLC, Elmira Savings Bank, Community Bank, National Association, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa and Scottrade Investment Management. Gonzalez-Ayon has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in New York. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory company operating out of New York, NY. The firm has offices in 136 locations and a total of 1,235 people on staff. It handles $31 billion in assets across its 76,892 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 22 charitable organizations. Of its 76,892 customer accounts, 62% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely are based on which services are provided. Fee types billed by Tiaa-Cref Individual & Institutional Services, LLC likely consist of some combination 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
Mario Gonzalez-Ayon Work History
Mario has been registered as a financial advisor for 1 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Community Bank, National Association
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Lpl Financial LLC
Elmira Savings Bank
Scottrade Investment Management
Celestial Seasonings
The Global Trade Network LLC
Scottrade, Inc
*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 Mario Gonzalez-Ayon 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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