John
Longtine
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
John Longtine is a financial advisor working out of Charlotte, North Carolina who has 1 year of relevant experience. Longtine is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. The advisor has gained experience at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Autospa Etc, Instacart, Washington University In St. Louis, Nipher Middle School, Kirkwood High School and Washington University In St. Louis Department Of Radiology. Longtine maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Tiaa-Cref Individual & Institutional Services, LLC is a firm based out of New York, NY. The company has offices in 136 locations and a total of 1,235 employees. It controls $31 billion in assets under management between its 76,892 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 22 charitable organizations. Of its 76,892 accounts, 62% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which service is provided. 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
John Longtine Work History
John has been registered as a financial advisor for 1 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Instacart
Washington University In St. Louis Department Of Radiology
Washington University In St. Louis
Autospa Etc
Kirkwood High School
Nipher 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 John Longtine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advice And Planning Services
New York, NY
Charlotte, NC
Philadelphia, PA
Hanover, NH
Roseland, NJ
Roseland, NJ
Spokane, WA
Minneapolis, MN
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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