Mario
Gonzalez-Ayon
Tiaa-Cref Individual & Institutional Services, LLC
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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
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
Mario Gonzalez-Ayon Work History
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Community Bank, National Association
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Elmira Savings Bank
Lpl Financial LLC
Scottrade Investment Management
Celestial Seasonings
The Global Trade Network LLC
Scottrade, Inc
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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