Christofer
Yi

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4997232
Investment Advisor
in Lewisville, TX

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About this Advisor

Christofer Yi is a financial advisor operating in Lewisville, Texas with 15 years of relevant experience. Yi currently works for Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Yi has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Tiaa-Cref Individual & Institutional Services, LLC is a firm operating out of New York, NY. The company has offices in 136 locations and a total of 1,235 financial advisors. It handles $31 billion in total assets among its 76,892 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 22 charities and foundations. Of its 76,892 customer accounts, 62% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC can be comprised of some combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 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

2850 Lake Vista Drive Suite 300, Lewisville Hub
Lewisville, TX 75067

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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

Christofer Yi Work History

Christofer has been registered as a financial advisor for 15 years.*

2007 - Present (17 years)

Tiaa

2007 - Present (17 years)

Tiaa-Cref Individual & Institutional Services, 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 Christofer Yi 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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