Chad
Cook

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5135137
Investment Advisor
in Charlotte, NC
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About this Advisor

Chad Cook is a financial advisor operating out of Charlotte, North Carolina, who has 12 years in the industry. Cook is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, Cook has held roles at Principal Life Insurance Company, Farm Bureau, Fbl Marketing Services, LLC, Principal Securities, Inc, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Cook has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory firm headquartered in Charlotte, North Carolina. It has offices in 153 locations and a total of 1,991 employees. It has $26 billion in assets under management across its 64,735 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 38 charitable organizations. Of its 64,735 customer accounts, 62% are held by high-net-worth clients who have more than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees largely are based on which service is provided. However, fees billed by Tiaa-Cref Individual & Institutional Services, LLC can include some combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

3426 Toringdon Way South Charlotte Regional
Charlotte, NC 28277

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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

Chad Cook Work History

Chad has 12 years of experience.

2018 - Present (1 year)

Tiaa

2018 - Present (1 year)

Tiaa-Cref Individual & Institutional Services, LLC

2014 - 2018 (4 years)

Principal Life Insurance Company

2014 - 2018 (4 years)

Principal Securities, Inc

2006 - 2014 (8 years)

Farm Bureau

2006 - 2014 (8 years)

Fbl Marketing Services, LLC

Disclosures

Chad Cook has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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