Connor
Baldwin
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Connor Baldwin is a financial advisor working in Charlotte, North Carolina with 1 year of relevant experience. Baldwin is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Jd Stewart Financial, University Of Maine Orono, The Constant Gardener, Chilis Grill And Bar, Bonny Eagle High School, Hannaford, Salmon Falls Country Club and Bonny Eagle Middle School. Baldwin holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Tiaa-Cref Individual & Institutional Services, LLC is an advisory business based out of New York, NY. The company has offices in 136 locations and a total of 1,235 employees. It has $31 billion in assets under management among its 76,892 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 22 charities and foundations. Of its 76,892 accounts, 62% belong to high-net-worth investors who have at least $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees depend on which services are offered. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC likely include 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
Connor Baldwin Work History
Connor has been registered as a financial advisor for 1 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Jd Stewart Financial
Tiaa
The Constant Gardener
Chilis Grill And Bar
University Of Maine Orono
Chilis Grill And Bar
Hannaford
Salmon Falls Country Club
Bonny Eagle High School
Bonny Eagle Middle School
*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 Connor Baldwin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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