Donald
Denault
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Donald Denault is a financial advisor based in Beachwood, Ohio who has 12 years of relevant experience. Denault is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, they have held roles at Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Denault holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to operate in Ohio. Tiaa-Cref Individual & Institutional Services, LLC is a firm that has its headquarters in New York, NY. It has offices in 136 locations and a total of 1,235 employees. It controls $31 billion in assets under management across its 76,892 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 22 charities and foundations. Of its 76,892 client accounts, 62% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically depend on which service is provided. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC most likely consist of some combination of 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
Donald Denault Work History
Donald has been registered as a financial advisor for 12 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
*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 Donald Denault 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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