James
Daniello

Tiaa-Cref Individual & Institutional Services, LLC

CRD#3121084
Investment Advisor
in Pittsburgh, PA
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About this Advisor

James Daniello is a certified financial planner located in Pittsburgh, Pennsylvania. Currently an advisor with Tiaa-Cref Individual & Institutional Services, LLC, they have gathered 11 years of experience in the financial advisory industry. Daniello has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Daniello is registered to advise customers based out of Pennsylvania. The advisor has gained experience at Hartford Life Distributors, LLC, Lincoln Financial Distributors, Inc, Sun Life Financial, Sun Life Financial Distributors, Inc, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Tiaa-Cref Individual & Institutional Services, LLC is headquartered in Pittsburgh, Pennsylvania, and has 153 brick-and-mortar locations in the nation. As a registered investment advisory firm, Tiaa-Cref Individual & Institutional Services, LLC oversees $26 billion in assets dispersed across 64,735 client accounts and employs more than 1,991 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 62% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC provides financial planning services and portfolio management for individuals and small businesses. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

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

$25,183,075,928

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

1,988

PA Average: 88
Total Number of Accounts

69,021

PA Average: 3,892
Average Account Size

$364,861

PA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

James Daniello Work History

James has 11 years of experience.

2012 - 2012 (0 years)

Hartford Life Distributors, LLC

2012 - Present (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2012 - Present (7 years)

Tiaa

2009 - 2012 (3 years)

Sun Life Financial

2009 - 2012 (3 years)

Sun Life Financial Distributors, Inc

2007 - 2009 (2 years)

Lincoln Financial Distributors, Inc

Disclosures

James Daniello has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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