Daniela
Sanchez

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6630929
Investment Advisor
in Lewisville, TX

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About this Advisor

Daniela Sanchez is a financial advisor based in Lewisville, Texas, working with Tiaa-Cref Individual & Institutional Services, LLC. Daniela has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Jones Lang Lasalle-Gradstaff, Dhl Global, and Drivetime Automotive Group. Daniela has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Daniela is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Lewisville, Texas. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

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 110 Lewisville Iac
Lewisville, TX 75067

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$32,676,871,332

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

1,519

TX Average: 88
Total Number of Accounts

73,602

TX Average: 3,892
Average Account Size

$443,967

TX Average: $1,917,921

Investment Advisory Services

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

Daniela Sanchez Work History

2016 - Present (8 years)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - Present (8 years)

Tiaa

2015 - 2016 (1 year)

Jones Lang Lasalle-Gradstaff

2015 - 2015 (< 1 year)

Dhl Global

2014 - 2015 (1 year)

Drivetime Automotive Group

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Daniela Sanchez 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

Khalil Morgan
Charlotte, NC
Juan Amador
Frisco, TX
Tristan Latzel
Denver, CO
Haley Clanton
Charlotte, NC
Reece Betcher
Milwaukie, OR
Amandeep Somal
Lewisville, TX
Cameron Bristol
Denver, CO
Rahul Kashyap
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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