Richard
Padow

Tiaa-Cref Individual & Institutional Services, LLC

CRD#2465101
Investment Advisor
in Charlotte, NC
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About this Advisor

Richard Padow is a certified financial planner working in Charlotte, North Carolina, who has been in the financial industry for 21 years. Padow is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Padow has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to operate in North Carolina. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment business that has its headquarters in Charlotte, North Carolina. The firm has offices in 153 locations and a total of 1,991 financial advisors. It administers $26 billion in assets across its 64,735 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 38 charities and foundations. Of its 64,735 client accounts, 62% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on which services are offered. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC likely include asset-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

21 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

$25,183,075,928

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

1,988

NC Average: 88
Total Number of Accounts

69,021

NC Average: 3,892
Average Account Size

$364,861

NC Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Richard Padow Work History

Richard has 21 years of experience.

1997 - Present (22 years)

Tiaa

1997 - Present (22 years)

Tiaa-Cref Individual & Institutional Services, LLC

Disclosures

Richard Padow has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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