Matthew
Hatfield

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6548676
Investment Advisor
in Charlotte, NC

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About this Advisor

Matthew Hatfield is a financial advisor working in Charlotte, North Carolina with a total of 5 years of industry experience. Hatfield is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, they have worked at Guardian, East Charlotte Nissan, Metro Honda, Park Ave Securities, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Hatfield holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors 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 business operating out of New York, NY. The company has offices in 136 locations and a total of 1,235 advisors. It administers $31 billion in total assets across its 76,892 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 22 charitable organizations. Of its 76,892 client accounts, 62% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually depend on the type of financial services offered. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC can be comprised of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

8500 Andrew Carnegie Blvd G.A. Charlotte Osj
Charlotte, NC 28262

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

NC Average: 88
Total Number of Accounts

76,892

NC Average: 3,892
Average Account Size

$401,951

NC Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Matthew Hatfield Work History

Matthew has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2017 - Present (7 years)

Tiaa

2015 - 2017 (2 years)

Guardian

2015 - 2015 (< 1 year)

East Charlotte Nissan

2015 - 2017 (2 years)

Park Ave Securities

2013 - 2015 (2 years)

Metro Honda

*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 Matthew Hatfield 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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