Meghan
Clark
Tiaa-Cref Individual & Institutional Services, LLC
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$39,281,759,251
1,221
79,757
$492,518
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Answer a few questions to get a personalized match.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.
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Dan Jenkins
Geoff Kasse
Northwestern Mutual Wealth Management Company
Trying Together
Merrill Lynch Pierce, Fenner & Smith Inc
Disclosures
Meghan Clark has no disclosures.
Please visit their SEC profile for more details.
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