Philip
Fryberger

Tiaa-Cref Individual & Institutional Services, LLC

CRD#1623340
Investment Advisor
in New York, NY
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About this Advisor

Philip Fryberger is a certified financial planner operating in New York, New York, who has 11 years of work experience. Fryberger is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Fryberger maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory firm operating out of New York, New York. The investment advisory business has offices in 153 locations and a total of 1,991 advisors. It manages $26 billion in assets under management between its 64,735 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 38 charitable organizations. Of its 64,735 client accounts, 62% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely are based on which services are provided. However, fees billed by Tiaa-Cref Individual & Institutional Services, LLC most likely consist of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

730 Third Avenue Nyc Regional
New York, NY 10017

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,820,060,727

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

1,991

NY Average: 88
Total Number of Accounts

64,735

NY Average: 3,892
Average Account Size

$398,858

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Philip Fryberger Work History

Philip has 11 years of experience.

2007 - Present (12 years)

Tiaa

2007 - Present (12 years)

Tiaa-Cref Individual & Institutional Services, LLC

Disclosures

Philip Fryberger has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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