Brian
Benacci
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Brian Benacci is a financial advisor who works out of Pittsburgh, Pennsylvania with a total of 5 years of relevant experience. Benacci is an employee of Tiaa-Cref Individual & Institutional Services, LLC. Benacci has gained experience at Pnc Bank, Pnc Investments, Fidelity Brokerage Services LLC, Scottrade Investment Management, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Strategic Advisers, Inc and Scottrade, Inc. Benacci has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to operate in Alabama, Connecticut, Delaware, District Of Columbia, Louisiana, Maryland, Massachusetts, Nebraska, New Jersey, Pennsylvania, Texas and Washington. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory firm operating out of New York, NY. The firm has offices in 136 locations and a total of 1,235 financial advisors. It oversees $31 billion in assets under management 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 advisory services to 22 charities and foundations. Of its 76,892 client accounts, 62% belong to high-net-worth investors who have at least $1 million in assets. The firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC likely 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
$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
Brian Benacci Work History
Brian has been registered as a financial advisor for 5 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Scottrade Investment Management
Scottrade, Inc
Strategic Advisers, Inc
Fidelity Brokerage Services LLC
Pnc Investments
Pnc 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 Brian Benacci 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
Pineville, NC
Charlotte, NC
Roseland, NJ
Pittsburgh, PA
Spokane, WA
Chicago, IL
Philadelphia, PA
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
