Eric
Hill
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Eric Hill is a financial advisor working in Charlotte, North Carolina with a total of 1 year of relevant experience. Hill is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. During their career, Hill has held roles at Just Legal, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, David Lerner Associates, Inc, Bank Of America, N.A, Citizens Securities, Inc, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Hill holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to operate in New Jersey. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory firm that has its headquarters in New York, NY. It has offices in 136 locations and a total of 1,235 employees. It handles $31 billion in assets among its 76,892 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 22 charities and foundations. Of its 76,892 customer accounts, 62% belong to high-net-worth individuals who have greater than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC can consist of any blend 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
Eric Hill Work History
Eric has been registered as a financial advisor for 1 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Citizens Securities, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
David Lerner Associates, Inc
Just Legal, Inc
*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 Eric Hill 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
Charlotte, NC
Pittsburgh, PA
Roseland, NJ
Lewisville, TX
Spokane, WA
West Harrison, NY
Philadelphia, PA
Hanover, NH
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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