Ryan
Johnson

Tiaa-Cref Individual & Institutional Services, LLC

CRD#3253937
Investment Advisor
in Indian Land, SC

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About this Advisor

Ryan Johnson is a financial advisor working in Indian Land, South Carolina with a total of 1 year of industry experience. Johnson is an employee of Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Vincent Limousine, Credit Suisse Securities (Usa) LLC, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Johnson has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in North Carolina and South Carolina. Tiaa-Cref Individual & Institutional Services, LLC is an advisory company that has its headquarters in New York, NY. The company has offices in 136 locations and a total of 1,235 advisors. It oversees $31 billion in assets between its 76,892 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 22 charitable organizations. Of its 76,892 accounts, 62% are held by high-net-worth clients who have more than $1 million in assets. 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. Fees for financial management largely vary depending on which services are provided. However, fees billed by Tiaa-Cref Individual & Institutional Services, LLC may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

Indian Land, SC

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

SC Average: 88
Total Number of Accounts

76,892

SC Average: 3,892
Average Account Size

$401,951

SC Average: $1,917,921

Investment Advisory Services

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

Ryan Johnson Work History

Ryan has been registered as a financial advisor for 1 years.*

2018 - Present (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

2018 - Present (6 years)

Tiaa

2012 - 2018 (6 years)

Vincent Limousine

1999 - 2018 (19 years)

Credit Suisse Securities (Usa) 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 Ryan Johnson 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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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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