Tiaa-Cref Individual & Institutional Services, LLC

Investment Advisor
in Philadelphia, PA

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About this Advisor

Joy Massimi is a financial advisor based out of Philadelphia, Pennsylvania who has 6 years of industry experience. Massimi is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. During their career, the advisor has held roles at The Vanguard Group, Inc, Philadelphia Eagles, LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Massimi maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to advise clients in Pennsylvania. Tiaa-Cref Individual & Institutional Services, LLC is a company based in New York, NY. It has offices in 136 locations and a total of 1,235 financial advisors. It handles $31 billion in total assets across its 76,892 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 22 charitable organizations. Of its 76,892 customer accounts, 62% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely depend on the type of services. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC most likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

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

1835 Market Street Suite 1600
Philadelphia, PA 19103-3272

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management


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


PA Average: 88
Total Number of Accounts


PA Average: 3,892
Average Account Size


PA Average: $1,917,921

Investment Advisory Services

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

Joy Massimi Work History

Joy has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)


2017 - Present (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2017 (4 years)

The Vanguard Group, Inc

2013 - 2014 (1 year)

Philadelphia Eagles, LLC

*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.


Please visit the SEC profile of Joy Massimi 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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Braden Danielson
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Keval Amin
Charlotte, NC
Jeffrey Norton
Minneapolis, MN
Joy Massimi
Philadelphia, PA

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

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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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