Vincent
Bona

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6336310
Investment Advisor
in Philadelphia, PA

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About this Advisor

Vincent Bona is a financial advisor based in Philadelphia, Pennsylvania with 5 years of industry experience. Bona is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, Bona has held roles at Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Pnc Investments and Pnc Bank. Bona holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Delaware, Maryland, Massachusetts, New Jersey and Pennsylvania. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment firm based in New York, NY. The firm has offices in 136 locations and a total of 1,235 people on staff. It manages $31 billion in total assets among its 76,892 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 22 charities and foundations. Of its 76,892 accounts, 62% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on the financial services provided. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC likely include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

1835 Market Street Suite 1600
Philadelphia, PA 19103-3272

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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

Vincent Bona Work History

Vincent has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

2018 - Present (6 years)

Tiaa

2015 - 2018 (3 years)

Pnc Investments

2015 - 2018 (3 years)

Pnc Bank

2014 - 2015 (1 year)

Wells Fargo Advisors, LLC

2013 - 2015 (2 years)

Wells Fargo Bank, Na

*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 Vincent Bona 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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Noah Krebs
Minneapolis, MN
James Scroggs
Belford, NJ
Daniel Ruppel
Denver, CO
Navin Jayasekar
Atlanta, GA
Braden Danielson
Spokane, WA
Jeffrey Norton
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.

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