David
Arndt

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6201978
Investment Advisor
in Lewisville, TX

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About this Advisor

David Arndt is a financial advisor working out of Lewisville, Texas, with 3 years of industry experience. Arndt works at Tiaa-Cref Individual & Institutional Services, LLC. The advisor has gained experience at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Gwfs Equities, Inc and Corestaff. Arndt holds Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in Colorado. Tiaa-Cref Individual & Institutional Services, LLC is a company that has its headquarters in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 people on staff. It manages $31 billion in assets across its 76,892 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 22 charities and foundations. Of its 76,892 accounts, 62% are held by high-net-worth clients who have at least $1 million in investable assets. The company performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which service is provided. Fee types billed by Tiaa-Cref Individual & Institutional Services, LLC can be comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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 110 Lewisville Iac
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

David Arndt Work History

David has been registered as a financial advisor for 3 years.*

2014 - Present (10 years)

Tiaa-Cref Individual & Institutional Services, LLC

2014 - Present (10 years)

Tiaa

2013 - 2014 (1 year)

Gwfs Equities, Inc

2013 - 2013 (< 1 year)

Corestaff

*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 David Arndt 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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Roseland, NJ
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Charlotte, NC
Paul Bello
West Harrison, NY
Jeffrey Withington
Hanover, NH
Rasheed Defense
New York, NY

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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