Lutelles
White
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Lutelles White is a financial advisor based in Pittsburgh, Pennsylvania, with 6 years of industry experience. White is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. During their career, the advisor has held roles at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, James Sullivan, East Liberty Chamber Of Commerce, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. White maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts and Pennsylvania. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment firm operating out of New York, NY. The company has offices in 136 locations and a total of 1,235 advisors. It administers $31 billion in assets under management among its 76,892 client accounts, making it one of the largest investment advisory firms in the nation 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 investors who have more than $1 million in investable assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically depend on the financial services offered. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC can include 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
Lutelles White Work History
Lutelles has been registered as a financial advisor for 6 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
East Liberty Chamber Of Commerce
James Sullivan
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
*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 Lutelles White 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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