Andrew
Gradus
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Andrew Gradus is a financial advisor operating in Charlotte, North Carolina who has 1 year of relevant experience. Gradus is an employee of Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Teachers Personal Investors Services, Inc, Tiaa, Nuveen Securities, LLC, Adhesion Wealth, Adhesion Wealth Advisor Solutions and Tiaa-Cref Individual & Institutional Services, LLC. Gradus has Series 66 and Series 63 licenses, designating them as a securities agent, and is able to serve investors in North Carolina. Tiaa-Cref Individual & Institutional Services, LLC is a firm based out of New York, NY. The company has offices in 136 locations and a total of 1,235 employees. It manages $31 billion in assets between its 76,892 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 22 charities and foundations. Of its 76,892 customer accounts, 62% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules are based on the type of services offered. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC most likely include any combination 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
Andrew Gradus Work History
Andrew has been registered as a financial advisor for 1 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Adhesion Wealth
Adhesion Wealth Advisor Solutions
Nuveen Securities, LLC
Teachers Personal Investors Services, Inc
Tiaa
*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 Andrew Gradus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advice And Planning Services
West Harrison, NY
Charlotte, NC
New York, NY
Lewisville, TX
Pineville, NC
Charlotte, NC
Minneapolis, MN
Philadelphia, PA
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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