Michael
Beltre
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Michael Beltre is a financial advisor who works in New York, New York, with a total of 2 years of industry experience. Beltre is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Jpmorgan Chase Bank, Jpmorgan Securities LLC, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Beltre holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and can serve investors in New York. Tiaa-Cref Individual & Institutional Services, LLC is a business headquartered in New York, NY. The firm has offices in 136 locations and a total of 1,235 advisors. It oversees $31 billion in assets across its 76,892 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 22 charities and foundations. Of its 76,892 client accounts, 62% are held by high-net-worth clients who have at least $1 million in investable assets. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees vary depending on which service is offered. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC likely include 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
Michael Beltre Work History
Michael has been registered as a financial advisor for 2 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Jpmorgan Securities LLC
Wells Fargo Bank Na
Wells Fargo Clearing Services, LLC
Jpmorgan Chase Bank
*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 Michael Beltre 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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