Alexander
Cautela
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Alexander Cautela is a financial advisor operating out of Charlotte, North Carolina. Cautela currently works for Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, they have held roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Circle K, Amazon.Com, Inc, Americorps Nccc, University Of North Carolina At Charlotte, University Of North Carolina At Wilmington, Seton Hall Preparatory School, St. Peter'S Preparatory School, Central Piedmont Community College, Us National Whitewater Center, Toast Montclair, Playa Bowls, William Paterson University, Habitat For Humanity and Penn State University. Cautela holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment company that has its headquarters in New York, NY. The firm has offices in 136 locations and a total of 1,235 people on staff. It manages $31 billion in assets under management between its 76,892 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 22 charities and foundations. Of its 76,892 accounts, 62% are associated with high-net-worth individuals who have at least $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC 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 largely are based on which services are offered. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC can be comprised 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
Alexander Cautela Work History
Alexander has been registered as a financial advisor for 0 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Tiaa
Circle K
University Of North Carolina At Charlotte
Us National Whitewater Center
University Of North Carolina At Wilmington
Central Piedmont Community College
Amazon.Com, Inc
Habitat For Humanity
Americorps Nccc
Toast Montclair
Playa Bowls
Playa Bowls
William Paterson University
William Paterson University
Penn State University
Seton Hall Preparatory School
St. Peter'S Preparatory School
*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 Alexander Cautela 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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