Rasheed
Defense

Tiaa-Cref Individual & Institutional Services, LLC

CRD#2374028
Investment Advisor
in New York, NY

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About this Advisor

Rasheed Defense is a financial advisor working in New York, New York who has 6 years of industry experience. Defense is an employee of Tiaa-Cref Individual & Institutional Services, LLC. During their career, Defense has held roles at Tiaa-Cref Individual & Institutional Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na and Tiaa. Defense maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut, New Jersey and New York. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment company operating out of New York, NY. The firm has offices in 136 locations and a total of 1,235 employees. It handles $31 billion in total assets across its 76,892 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 22 charities and foundations. Of its 76,892 customer accounts, 62% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on the financial services. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC most likely are comprised of some combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

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

$30,906,830,115

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

1,235

NY Average: 88
Total Number of Accounts

76,892

NY Average: 3,892
Average Account Size

$401,951

NY Average: $1,917,921

Investment Advisory Services

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

Rasheed Defense Work History

Rasheed has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2017 - Present (7 years)

Tiaa

2013 - 2014 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2017 (4 years)

Bank Of America, Na

2013 - 2017 (4 years)

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 Rasheed Defense 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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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.

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