Robert
Louis

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6582756
Investment Advisor
in Cincinnati, OH

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About this Advisor

Robert Louis is a financial advisor based in Cincinnati, Ohio, working with Tiaa-Cref Individual & Institutional Services, LLC. Robert has previously held positions at the University Of Kentucky, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Strategic Advisers, LLC, Tiaa, and Tiaa-Cref Individual & Institutional Services, LLC. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Robert is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Cincinnati, Ohio. 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

Series 63, Series 66

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

625 Eden Park Drive Baldwin 200, Suite 500
Cincinnati, OH 45202

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$32,676,871,332

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

1,519

OH Average: 88
Total Number of Accounts

73,602

OH Average: 3,892
Average Account Size

$443,967

OH Average: $1,917,921

Investment Advisory Services

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

Robert Louis Work History

2023 - Present (1 year)

Tiaa

2023 - Present (1 year)

Tiaa-Cref Individual & Institutional Services, LLC

2018 - 2021 (3 years)

Fidelity Personal And Workplace Advisors

2016 - 2018 (2 years)

Strategic Advisers, LLC

2015 - 2021 (6 years)

Fidelity Brokerage Services LLC

2011 - 2015 (4 years)

University Of Kentucky

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Disclosures

Please visit the SEC profile of Robert Louis 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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Tristan Latzel
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Haley Clanton
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Reece Betcher
Milwaukie, OR
Amandeep Somal
Lewisville, TX
Cameron Bristol
Denver, CO
Rahul Kashyap
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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