Dwight
Clark

Tiaa-Cref Individual & Institutional Services, LLC

CRD#2640760
Investment Advisor
in Charlotte, NC
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About this Advisor

Dwight Clark is a certified financial planner in Charlotte, North Carolina. Currently a registered financial advisor at Tiaa-Cref Individual & Institutional Services, LLC, they have gathered 18 years of professional experience in the financial advisory industry. Clark maintains Series 63 and Series 66 licenses, designating the advisor as a securities broker. Clark is able to work with clients in North Carolina. During their career, the advisor has held roles at Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Tiaa-Cref Individual & Institutional Services, LLC is headquartered in Charlotte, North Carolina, and has 153 additional locations in the United States. In aggregate, Tiaa-Cref Individual & Institutional Services, LLC manages $26 billion in assets throughout 64,735 accounts and retains more than 1,991 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 62% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC provides financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

18 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

$25,820,060,727

NC Average: $7,464,549,021
Total Number of Employees

1,991

NC Average: 88
Total Number of Accounts

64,735

NC Average: 3,892
Average Account Size

$398,858

NC Average: $1,917,921

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Investment Advisory Services

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

Dwight Clark Work History

Dwight has 18 years of experience.

2000 - Present (19 years)

Tiaa

2000 - Present (19 years)

Tiaa-Cref Individual & Institutional Services, LLC

Disclosures

Dwight Clark has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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