Mark
Schrader

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5500668
Investment Advisor
in Charlotte, NC
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About this Advisor

Mark Schrader is a certified financial planner who is based in Charlotte, North Carolina. Currently a registered advisor with Tiaa-Cref Individual & Institutional Services, LLC, Schrader has 10 years of professional experience. Schrader holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Schrader can act as an advisor in North Carolina. Over the course of their career, they have held roles at Bb&T Investments, Bbtis, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Tiaa-Cref Individual & Institutional Services, LLC is located in Charlotte, North Carolina, and operates out of 153 additional offices in the nation. As a company, Tiaa-Cref Individual & Institutional Services, LLC oversees $26 billion in assets throughout 64,735 accounts and employs more than 1,991 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 62% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Tiaa-Cref Individual & Institutional Services, LLC provides financial planning services and portfolio management for individuals and small businesses. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

Mark Schrader Work History

Mark has 10 years of experience.

2012 - Present (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2012 - Present (7 years)

Tiaa

2011 - 2012 (1 years)

Bbtis

2008 - 2011 (3 years)

Bb&T Investments

Disclosures

Mark Schrader has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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