Dominic
Scassera

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6913008
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Dominic Scassera is a financial advisor based in Pittsburgh, Pennsylvania, working with Tiaa-Cref Individual & Institutional Services, LLC. Dominic has previously held positions at University Of Pittsburgh, Keybank, Pittsburgh Downtown Community Development Corp, Franco's Pizza LLC, Gateway School District, J.P. Mcginley Holdings LLC, Key Investment Services LLC, Tiaa, and Tiaa-Cref Individual & Institutional Services, LLC. Dominic has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Dominic is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Pittsburgh, Pennsylvania. 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

118 Bakery Square Boulevard
Pittsburgh, PA 15206

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$32,676,871,332

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

1,519

PA Average: 88
Total Number of Accounts

73,602

PA Average: 3,892
Average Account Size

$443,967

PA Average: $1,917,921

Investment Advisory Services

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

Dominic Scassera Work History

2022 - Present (2 years)

Tiaa

2022 - Present (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2019 - 2022 (3 years)

Key Investment Services LLC

2019 - 2022 (3 years)

Keybank

2018 - 2018 (< 1 year)

Keybank

2017 - 2017 (< 1 year)

Pittsburgh Downtown Community Development Corp

2017 - 2017 (< 1 year)

J.P. Mcginley Holdings LLC

2015 - 2019 (4 years)

University Of Pittsburgh

2015 - 2017 (2 years)

Franco'S Pizza LLC

2009 - 2015 (6 years)

Gateway School District

Disclosures

Please visit the SEC profile of Dominic Scassera 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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Cameron Bristol
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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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