Christy
Sackett

Tiaa-Cref Individual & Institutional Services, LLC

CRD#3036493
Investment Advisor
in Charlotte, NC
Are you Christy Sackett? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christy Sackett is a certified financial planner who works in Charlotte, North Carolina, with 10 years of experience as a financial advisor. Sackett is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. During their career, the advisor has held roles at Tiaa, Carolinas Investment Consulting LLC and Tiaa-Cref Individual & Institutional Services, LLC. Sackett has a Series 66 license, qualifying 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 business based out of Charlotte, North Carolina. The company has offices in 153 locations and a total of 1,991 advisors. It has $26 billion in assets between its 64,735 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 38 charities and foundations. Of its 64,735 accounts, 62% are held by high-net-worth individuals who have at least $1 million in investable assets. The business offers 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 which services are provided. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC may include asset-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

8500 Andrew Carnegie Blvd. Charlotte Hub
Charlotte, NC 28262

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Christy Sackett Work History

Christy has 10 years of experience.

2014 - Present (5 years)

Tiaa

2014 - Present (5 years)

Tiaa-Cref Individual & Institutional Services, LLC

2008 - 2014 (6 years)

Carolinas Investment Consulting LLC

Disclosures

Christy Sackett has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started