Nicholas
Rouillard
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Nicholas Rouillard is a financial advisor operating in New York, New York, who has 1 year of relevant experience. Rouillard is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. During their career, Rouillard has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Ubs Financial Servics Inc, Strategic Financial Services, Jpmorgan Chase Bank, N.A, Jpmorgan Securities LLC, Skinfood By Summer, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Rouillard holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory firm that has its headquarters in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 advisors. It controls $31 billion in assets across its 76,892 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 22 charitable organizations. Of its 76,892 client accounts, 62% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually vary depending on which services the firm provides the client. Fee types charged by Tiaa-Cref Individual & Institutional Services, LLC likely include any blend 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
Nicholas Rouillard Work History
Nicholas has been registered as a financial advisor for 1 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Jpmorgan Chase Bank, N.A
Jpmorgan Securities LLC
Strategic Financial Services
Ubs Financial Servics Inc
Skinfood By Summer
Merrill Lynch, Pierce, Fenner & Smith 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 Nicholas Rouillard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advice And Planning Services
New York, NY
Lewisville, TX
Philadelphia, PA
Hanover, NH
Roseland, NJ
Roseland, NJ
Spokane, WA
Minneapolis, MN
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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