Viet
Nguyen
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Viet Nguyen is a financial advisor who works in Philadelphia, Pennsylvania, who has 6 years of industry experience. Nguyen is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, Nguyen has worked at Wells Fargo Bank, Wells Fargo Advisors LLC, Rbs Citizens Financial Group, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Citizens Securities, Inc. Nguyen has Series 66 and Series 63 licenses, certifying them as a securities agent, and is able to serve investors in Pennsylvania. Tiaa-Cref Individual & Institutional Services, LLC is an advisory business headquartered in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 advisors. It handles $31 billion in total assets across its 76,892 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 76,892 client accounts, 62% belong to high-net-worth investors who have at least $1 million in assets. The business performs 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 largely depend on the services provided. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC can be comprised 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
Viet Nguyen Work History
Viet has been registered as a financial advisor for 6 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Rbs Citizens Financial Group
Citizens Securities, Inc
Wells Fargo Advisors LLC
Wells Fargo Bank
*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 Viet Nguyen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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