Sara
Thomas

Tiaa-Cref Individual & Institutional Services, LLC

CRD#1587521
Investment Advisor
in Pittsburgh, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sara Thomas is a financial advisor who works in Pittsburgh, Pennsylvania with a total of 4 years of relevant experience. Thomas is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, Thomas has worked at Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Thomas holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Tiaa-Cref Individual & Institutional Services, LLC is an advisory firm headquartered in New York, NY. The company has offices in 136 locations and a total of 1,235 advisors. It manages $31 billion in assets between its 76,892 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 22 charities and foundations. Of its 76,892 client accounts, 62% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on the financial services offered. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC likely include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

118 Bakery Square Boulevard
Pittsburgh, PA 15206

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

PA Average: 88
Total Number of Accounts

76,892

PA Average: 3,892
Average Account Size

$401,951

PA Average: $1,917,921

Investment Advisory Services

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

Sara Thomas Work History

Sara has been registered as a financial advisor for 4 years.*

2010 - Present (14 years)

Tiaa

2010 - Present (14 years)

Tiaa-Cref Individual & Institutional Services, LLC

*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 Sara Thomas 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

Mark Martin
Pineville, NC
David Toms
Charlotte, NC
Anthony Roselli
Roseland, NJ
Timothy Tubbs
Knoxville, TN
Braden Danielson
Spokane, WA
Christopher Hendryx
Grand Rapids, MI
Jeffrey Norton
Minneapolis, MN
Patricia Lee
Roseland, NJ

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.

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. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started