Ron
Koren
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Ron Koren is a financial advisor who works out of Philadelphia, Pennsylvania with a total of 2 years of industry experience. Koren works at Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, Koren has worked at Us Healthy Retirement Choices Inc, Brokers International Financial Services, LLC, Pennsylvania State University, Equitable Life Insurance Company Dba Karr Barth Associates, Aegis Wealth Management, Inc, Equitable Advisors, LLC, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Koren has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Tiaa-Cref Individual & Institutional Services, LLC is a business that has its headquarters in New York, NY. The company has offices in 136 locations and a total of 1,235 people on staff. It manages $31 billion in assets between its 76,892 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 22 charities and foundations. Of its 76,892 accounts, 62% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on the type of financial services. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC may include some 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
Ron Koren Work History
Ron has been registered as a financial advisor for 2 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Aegis Wealth Management, Inc
Brokers International Financial Services, LLC
Equitable Life Insurance Company Dba Karr Barth Associates
Equitable Advisors, LLC
Us Healthy Retirement Choices Inc
Pennsylvania State University
*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 Ron Koren 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
New York, NY
Chicago, IL
Philadelphia, PA
Hanover, NH
Roseland, NJ
West Harrison, NY
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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