Marc
Wulf
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Marc Wulf is a financial advisor who works out of Mooresville, North Carolina with a total of 5 years of relevant experience. Wulf currently works for Tiaa-Cref Individual & Institutional Services, LLC. Wulf has gained experience at Wells Fargo Services LLC, Wells Fargo Home Mortgage, Stewart-Haas Racing, Red Horse Racing Ii, Tristar Motorsports, Xcalibur Pit School, King Autosport, LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Wulf holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Alabama, Connecticut, Delaware, District Of Columbia, Louisiana, Maryland, Massachusetts, Nebraska, New Jersey, North Carolina, Texas and Washington. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory firm based out of New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 employees. It controls $31 billion in total assets across its 76,892 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 22 charitable organizations. Of its 76,892 customer accounts, 62% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business has a set of 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 services the firm provides the client. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC most 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
Marc Wulf Work History
Marc has been registered as a financial advisor for 5 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Wells Fargo Services LLC
Tristar Motorsports
Xcalibur Pit School
King Autosport, LLC
Red Horse Racing Ii
Stewart-Haas Racing
Wells Fargo Home Mortgage
*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 Marc Wulf 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
Pineville, NC
Denver, CO
Lewisville, TX
Charlotte, NC
Charlotte, NC
Minneapolis, MN
Roseland, NJ
Roseland, NJ
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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