Khalil
Morgan
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Khalil Morgan is a financial advisor operating in Charlotte, North Carolina with 1 year of relevant experience. Morgan currently works for Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, Morgan has worked at The Vanguard Group, Inc, Franklin High School, North Mecklenburg High School, Central Cabbarrus High School, Winston Salem State University, Walmart, Aramark, Tiaa, Vanguard Advisers, Inc, Vanguard Marketing Corporation and Tiaa-Cref Individual & Institutional Services, LLC. Morgan has a Series 66 license, designating 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 company based out of New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 people on staff. It controls $31 billion in assets under management among its 76,892 customer accounts, making it one of the largest financial 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% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely vary depending on which service is provided. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC can consist of any blend of 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
Khalil Morgan Work History
Khalil has been registered as a financial advisor for 1 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Vanguard Advisers, Inc
The Vanguard Group, Inc
Vanguard Marketing Corporation
Winston Salem State University
Tiaa
Walmart
Winston Salem State University
Walmart
Aramark
Winston Salem State University
North Mecklenburg High School
Central Cabbarrus High School
Franklin High 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 Khalil Morgan 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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