Charles
Burdette
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Charles Burdette is a financial advisor working out of Charleston, South Carolina who has 7 years of relevant experience. Burdette is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, they have held roles at Bb&T Investments, Bb&T Bank, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Burdette has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in South Carolina. Tiaa-Cref Individual & Institutional Services, LLC is a business headquartered in New York, NY. It has offices in 136 locations and a total of 1,235 financial advisors. It has $31 billion in total assets among its 76,892 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 22 charitable organizations. Of its 76,892 customer accounts, 62% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees vary depending on which services the firm provides the client. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC can consist of any 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
Charles Burdette Work History
Charles has been registered as a financial advisor for 7 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Bb&T Investments
Bb&T 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 Charles Burdette 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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