Angela
Bellamy

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4980206
Investment Advisor
in Charlotte, NC
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About this Advisor

Angela Bellamy is a certified financial planner operating in Charlotte, North Carolina, who has been in the financial industry for 13 years. Bellamy is an employee of Tiaa-Cref Individual & Institutional Services, LLC. During their career, Bellamy has held roles at The Vanguard Group, Inc, American Tax Express, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Webtax. Bellamy maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment company that has its headquarters in Charlotte, North Carolina. The firm has offices in 153 locations and a total of 1,991 employees. It oversees $26 billion in assets between its 64,735 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 38 charities and foundations. Of its 64,735 customer accounts, 62% are associated with high-net-worth investors who have at least $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on the type of financial services offered. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC can consist 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

Angela Bellamy Work History

Angela has 13 years of experience.

2012 - Present (7 years)

Tiaa

2012 - Present (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2010 - 2012 (2 years)

Webtax

2008 - 2009 (1 year)

American Tax Express

2005 - 2012 (7 years)

The Vanguard Group, Inc

Disclosures

Angela Bellamy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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