Mario
Gonzalez-Ayon

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6425791
Investment Advisor
in Ithaca, NY

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About this Advisor

Mario Gonzalez-Ayon is a financial advisor based in Ithaca, New York, working with Tiaa-Cref Individual & Institutional Services, LLC. Mario has previously held positions at Celestial Seasonings, The Global Trade Network LLC, Scottrade, Inc, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Community Bank, National Association, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Scottrade Investment Management, Elmira Savings Bank, and Lpl Financial LLC. Mario has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Mario is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Ithaca, 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

Series 63, Series 66

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

131 East Green Street Suite 4
Ithaca, NY 14850

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$32,676,871,332

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

1,519

NY Average: 88
Total Number of Accounts

73,602

NY Average: 3,892
Average Account Size

$443,967

NY Average: $1,917,921

Investment Advisory Services

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

Mario Gonzalez-Ayon Work History

2022 - Present (3 years)

Tiaa-Cref Individual & Institutional Services, LLC

2022 - Present (3 years)

Tiaa

2022 - 2022 (< 1 year)

Community Bank, National Association

2018 - 2018 (< 1 year)

Td Ameritrade, Inc

2018 - 2018 (< 1 year)

Td Ameritrade Investment Management, LLC

2018 - 2022 (4 years)

Elmira Savings Bank

2018 - 2022 (4 years)

Lpl Financial LLC

2017 - 2018 (1 year)

Scottrade Investment Management

2014 - 2014 (< 1 year)

Celestial Seasonings

2014 - 2016 (2 years)

The Global Trade Network LLC

2014 - 2018 (4 years)

Scottrade, Inc

Created with Highcharts 6.0.7

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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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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