Jamie
Curlee

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6409074
Investment Advisor
in Lewisville, TX

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About this Advisor

Jamie Curlee is a financial advisor operating in Lewisville, Texas. Curlee is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa and Vectorvest. Curlee has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment company that has its headquarters in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 advisors. It administers $31 billion in total assets among its 76,892 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 22 charities and foundations. Of its 76,892 customer accounts, 62% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business offers 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 typically depend on which service is provided. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC likely consist of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 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

2900 Lake Vista Drive
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

Jamie Curlee Work History

Jamie has been registered as a financial advisor for 0 years.*

2014 - Present (10 years)

Tiaa-Cref Individual & Institutional Services, LLC

2014 - Present (10 years)

Tiaa

2010 - 2013 (3 years)

Vectorvest

*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 Jamie Curlee 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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Jeffrey Norton
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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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