Michael
Roundtree

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5038484
Investment Advisor
in Corsicana, TX

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About this Advisor

Michael Roundtree is a financial advisor based in Corsicana, Texas, working with Tiaa-Cref Individual & Institutional Services, LLC. Michael has previously held positions at Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Michael is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Corsicana, 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

Corsicana, TX

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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

Michael Roundtree Work History

2007 - Present (17 years)

Tiaa

2007 - Present (17 years)

Tiaa-Cref Individual & Institutional Services, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Roundtree 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 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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