Alexandria
Haden

Tiaa-Cref Individual & Institutional Services, LLC

CRD#7100958
Investment Advisor
in Charlotte, NC

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About this Advisor

Alexandria Haden is a financial advisor based in Charlotte, North Carolina, working with Tiaa-Cref Individual & Institutional Services, LLC. Alexandria has previously held positions at University Of North Carolina At Wilmington, Valic Financial Advisors, Inc, Fidelity Investments, Hoggard High School, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Fidelity Personal And Workplace Advisors, Fidelity Brokerage Services, LLC, and Aig Retirement Services. Alexandria has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Alexandria is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Charlotte, North Carolina. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.

Certifications and Registrations

Series 66

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

8500 Andrew Carnegie Blvd. Charlotte Hub
Charlotte, NC 28262

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$32,676,871,332

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

1,519

NC Average: 88
Total Number of Accounts

73,602

NC Average: 3,892
Average Account Size

$443,967

NC Average: $1,917,921

Investment Advisory Services

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

Alexandria Haden Work History

2023 - Present (1 year)

Tiaa-Cref Individual & Institutional Services, LLC

2023 - Present (1 year)

Tiaa

2021 - 2023 (2 years)

Fidleity Investments

2021 - 2023 (2 years)

Fidelity Personal And Workplace Advisors

2021 - 2023 (2 years)

Fidelity Brokerage Services, LLC

2019 - 2021 (2 years)

Valic Financial Advisors, Inc

2019 - 2021 (2 years)

Aig Retirement Services

2015 - 2019 (4 years)

University Of North Carolina At Wilmington

2011 - 2015 (4 years)

Hoggard High School

Disclosures

Please visit the SEC profile of Alexandria Haden 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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Reece Betcher
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Amandeep Somal
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Cameron Bristol
Denver, CO
Rahul Kashyap
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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