Tiaa-Cref Individual & Institutional Services, LLC

Investment Advisor
in West Harrison, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Paul Bello is a financial advisor who works in West Harrison, New York, with 5 years of relevant experience. Bello currently works for Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Bello holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to work in Connecticut, Massachusetts, New Jersey and New York. Tiaa-Cref Individual & Institutional Services, LLC is an advisory company operating out of New York, NY. The company has offices in 136 locations and a total of 1,235 people on staff. It manages $31 billion in assets across its 76,892 accounts, making it one of the largest firms in the country by assets under management. The firm serves 22 charitable organizations. Of its 76,892 accounts, 62% belong to high-net-worth investors who have more than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely vary depending on which services the firm provides the client. However, fees billed by Tiaa-Cref Individual & Institutional Services, LLC most likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

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

4 Westchester Park Drive Office #3 and #4
West Harrison, NY 10604

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management


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


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

Investment Advisory Services

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

Paul Bello Work History

Paul has been registered as a financial advisor for 5 years.*

2018 - Present (5 years)


2018 - Present (5 years)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - 2018 (2 years)

Northwestern Mutual Wealth Management Company

2013 - 2018 (5 years)

Northwestern Mutual Life Insurance Company

2013 - 2018 (5 years)

Northwestern Mutual Investment Services, LLC

*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.


Please visit the SEC profile of Paul Bello 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

Brian Senatore
Charlotte, NC
Nora Mickelson
Portland, OR
Jeffrey Withington
Hanover, NH
Rasheed Defense
New York, NY
Justin Scott
Lewisville, TX
Trevor Crane
Denver, CO
Jeffrey Norton
Minneapolis, MN
Joy Massimi
Philadelphia, PA

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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started