Meghan
Clark

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5212721
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Meghan Clark is a financial advisor who works in Pittsburgh, Pennsylvania, with a total of 13 years of experience as a financial advisor. Clark is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Trying Together, Dan Jenkins, Geoff Kasse, Merrill Lynch Pierce, Fenner & Smith Inc, Northwestern Mutual Wealth Management Company, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Clark has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Tiaa-Cref Individual & Institutional Services, LLC is a firm that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in 125 locations and a total of 1,221 advisors. It administers $39 billion in assets under management between its 79,757 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 27 charitable organizations. Of its 79,757 customer accounts, 62% are held by high-net-worth investors who have at least $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely vary depending on the type of services. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC can consist of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

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

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

$39,281,759,251

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

1,221

PA Average: 88
Total Number of Accounts

79,757

PA Average: 3,892
Average Account Size

$492,518

PA Average: $1,917,921

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Investment Advisory Services

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

Meghan Clark Work History

Meghan has 13 years of experience.

2022 - Present (1 year)

Tiaa

2022 - Present (1 year)

Tiaa-Cref Individual & Institutional Services, LLC

2020 - 2022 (2 years)

Dan Jenkins

2020 - 2022 (2 years)

Geoff Kasse

2020 - 2021 (1 year)

Northwestern Mutual Wealth Management Company

2019 - 2020 (1 year)

Trying Together

2009 - 2018 (9 years)

Merrill Lynch Pierce, Fenner & Smith Inc

Disclosures

Meghan Clark has no disclosures.

Please visit their SEC profile for more details.

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Kevin Donaghue
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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