Brandon
Heaven
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Brandon Heaven is a financial advisor based in Philadelphia, Pennsylvania, with 1 year of relevant experience. Heaven is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Heaven has gained experience at Citizens Bank, Health Promotion Council, Citizens Securities Inc, Jp Morgan Chase Bank, Jp Morgan Securities LLC, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Heaven maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory company 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 assets among its 76,892 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 22 charities and foundations. Of its 76,892 client accounts, 62% are held by high-net-worth clients who have more than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees depend on which services are offered. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC can include 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$30,906,830,115
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,235
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
76,892
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brandon Heaven Work History
Brandon has been registered as a financial advisor for 1 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
Jp Morgan Chase Bank
Jp Morgan Securities LLC
Citizens Securities Inc
Health Promotion Council
Citizens Bank
*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 Brandon Heaven to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advice And Planning Services
New York, NY
Lewisville, TX
Philadelphia, PA
Hanover, NH
Roseland, NJ
Roseland, NJ
Spokane, WA
Minneapolis, MN
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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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