Melissa
Seitchek
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Melissa Seitchek is a financial advisor who works in Center Valley, Pennsylvania, with 4 years of industry experience. Seitchek is an employee of Tiaa-Cref Individual & Institutional Services, LLC. Seitchek has gained experience at Pnc Investments LLC, Bankers Life & Casualty, Proequities, Inc, Pnc Bank, Cno Group, Citizens Bank, Santander Bank, Na, Santander Securities, LLC, Citizens Securities, Inc, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Seitchek holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Delaware, Maryland, New Jersey and Pennsylvania. Tiaa-Cref Individual & Institutional Services, LLC is an advisory business based in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 people on staff. It controls $31 billion in assets under management between its 76,892 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 22 charities and foundations. Of its 76,892 client accounts, 62% are associated with high-net-worth individuals who have at least $1 million in assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually depend on the financial services offered. Fee types billed by Tiaa-Cref Individual & Institutional Services, LLC can include 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
Melissa Seitchek Work History
Melissa has been registered as a financial advisor for 4 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Santander Bank, Na
Santander Securities, LLC
Cno Group
Citizens Bank
Citizens Securities, Inc
Pnc Investments LLC
Pnc Bank
Proequities, Inc
Bankers Life & Casualty
*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 Melissa Seitchek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advice And Planning Services
Roseland, NJ
Knoxville, TN
Philadelphia, PA
Hanover, NH
Charlotte, NC
Pittsburgh, PA
Spokane, WA
Minneapolis, MN
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 profile-compliance@smartasset.com.
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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.
