Michael
Perin

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5764420
Investment Advisor
in Lewisville, TX

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About this Advisor

Michael Perin is a financial advisor based out of Lewisville, Texas, who has been in the advisory business for 10 years. Perin is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. During their career, Perin has held roles at Pfs Investments, Inc, Perin'S Playhouse, Primerica Financial Services, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Perin'S Taekwondo Center. Perin holds Series 63 and Series 66 licenses, designating them as a securities agent, and can serve investors in Texas. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory firm that has its headquarters in Lewisville, Texas. The investment advisory business has offices in 160 locations and a total of 1,988 people on staff. It manages $25 billion in total assets among its 69,021 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 39 charitable organizations. Of its 69,021 client accounts, 61% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually vary depending on the services offered. Fee types billed by Tiaa-Cref Individual & Institutional Services, LLC likely consist of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

2850 Lake Vista Drive Suite 110, Lewisville Regional
Lewisville, TX 75067

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

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

1,988

TX Average: 88
Total Number of Accounts

69,021

TX Average: 3,892
Average Account Size

$364,861

TX Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Perin Work History

Michael has 11 years of experience.

2018 - Present (2 years)

Tiaa

2018 - Present (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - Present (4 years)

Perin'S Taekwondo Center

2010 - 2010 (< 1 year)

Pfs Investments, Inc

2010 - 2010 (< 1 year)

Perin'S Playhouse

2010 - 2016 (6 years)

Tiaa

2010 - 2016 (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

2009 - 2010 (1 year)

Primerica Financial Services

Disclosures

Michael Perin has no disclosures.

Please visit their SEC profile for more details.

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This content was compiled from the SEC and FINRA.

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