Angelena
Armstrong

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5711548
Investment Advisor
in Austin, TX

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About this Advisor

Angelena Armstrong is a financial advisor based out of Austin, Texas with 4 years of relevant experience. Armstrong is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Scottrade, Inc, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Scottrade Investment Management. Armstrong holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to serve investors in Texas and Washington. Tiaa-Cref Individual & Institutional Services, LLC is a firm operating out of New York, NY. It has offices in 136 locations and a total of 1,235 people on staff. It has $31 billion in assets between its 76,892 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 22 charitable organizations. Of its 76,892 client accounts, 62% are held by high-net-worth individuals who have at least $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC provides 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 usually are based on which services the firm provides the client. Fee types charged by Tiaa-Cref Individual & Institutional Services, LLC likely consist of some combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

9600 Great Hills Trail
Austin, TX 78759

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

TX Average: 88
Total Number of Accounts

76,892

TX Average: 3,892
Average Account Size

$401,951

TX Average: $1,917,921

Investment Advisory Services

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

Angelena Armstrong Work History

Angelena has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Tiaa

2019 - Present (5 years)

Tiaa-Cref Individual & Institutional Services, LLC

2018 - 2019 (1 year)

Td Ameritrade, Inc

2018 - 2019 (1 year)

Td Ameritrade Investment Management, LLC

2009 - 2018 (9 years)

Scottrade, Inc

2009 - 2018 (9 years)

Scottrade Investment Management

*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 Angelena Armstrong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advice And Planning Services

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David Arndt
Lewisville, TX
Joy Massimi
Philadelphia, PA
Jeffrey Withington
Hanover, NH
Patricia Lee
Roseland, NJ
Anthony Roselli
Roseland, NJ
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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