Matthew
Hatfield
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Matthew Hatfield is a financial advisor based in Charlotte, North Carolina, working with Tiaa-Cref Individual & Institutional Services, LLC. Matthew has previously held positions at Guardian, East Charlotte Nissan, Metro Honda, Park Ave Securities, Tiaa-Cref Individual & Institutional Services, LLC, and Tiaa. Matthew has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Matthew is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Charlotte, North Carolina. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Hatfield Work History
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Guardian
East Charlotte Nissan
Park Ave Securities
Metro Honda
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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