Andrew
Bain

Tiaa-Cref Individual & Institutional Services, LLC

CRD#2971830
Investment Advisor
in Charlotte, NC
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About this Advisor

Andrew Bain is a certified financial planner based in Charlotte, North Carolina, with 13 years of professional experience. Bain is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Bain has gained experience at Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Bain has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Tiaa-Cref Individual & Institutional Services, LLC is a company based in Charlotte, North Carolina. The firm has offices in 153 locations and a total of 1,991 employees. It handles $26 billion in assets under management between its 64,735 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 38 charitable organizations. Of its 64,735 client accounts, 62% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually depend on which service is provided. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC most likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Disclosures

No

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

$25,183,075,928

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

1,988

NC Average: 88
Total Number of Accounts

69,021

NC Average: 3,892
Average Account Size

$364,861

NC Average: $1,917,921

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Investment Advisory Services

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

Andrew Bain Work History

Andrew has 13 years of experience.

2005 - Present (14 years)

Tiaa-Cref Individual & Institutional Services, LLC

2005 - Present (14 years)

Tiaa

Disclosures

Andrew Bain has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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