Erin
Alves
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Erin Alves is a financial advisor based in Providence, Rhode Island, with a total of 1 year of relevant experience. Alves is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at New York Life Insurance Company, Nylife Securities LLC, Mass Mutual Life Insurance Company, Mml Investors Services, LLC, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Santander Bank, Opppenheimer & Co. Inc and Morgan Stanley. Alves has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Rhode Island. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory company that has its headquarters in New York, NY. The firm has offices in 136 locations and a total of 1,235 people on staff. It administers $31 billion in total assets across its 76,892 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 22 charities and foundations. Of its 76,892 client accounts, 62% belong to high-net-worth investors who have more than $1 million in assets. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely are based on the type of services. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC likely 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
Erin Alves Work History
Erin has been registered as a financial advisor for 1 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Opppenheimer & Co. Inc
Morgan Stanley
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Santander Bank
Mass Mutual Life Insurance Company
Mml Investors Services, LLC
New York Life Insurance Company
Nylife Securities 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 Erin Alves 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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