Olayinka
Olawoyin
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Olayinka Olawoyin is a financial advisor who works out of Lewisville, Texas who has 1 year of relevant experience. Olawoyin is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. During their career, Olawoyin has held roles at Fidelity Investments, Professional Exams/Volunteering, Redeemers Federal Credit Union, Dallas Baptist University, Christ For The Nations Institute, Emirates Kitchen Equipments, Access Bank Plc, Fidelity Brokerage Services, LLC, Fidelity Personal And Workplace Advisors, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Olawoyin maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Tiaa-Cref Individual & Institutional Services, LLC is a company based in New York, NY. It has offices in 136 locations and a total of 1,235 employees. It controls $31 billion in assets under management between its 76,892 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 22 charitable organizations. Of its 76,892 accounts, 62% belong to high-net-worth investors who have greater than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely depend on which services the firm provides the client. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC likely include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Olayinka Olawoyin Work History
Olayinka has been registered as a financial advisor for 1 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Fidelity Investments
Fidelity Brokerage Services, LLC
Fidelity Personal And Workplace Advisors
Professional Exams/Volunteering
Redeemers Federal Credit Union
Dallas Baptist University
Christ For The Nations Institute
Emirates Kitchen Equipments
Access Bank Plc
*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 Olayinka Olawoyin 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
New York, NY
Lewisville, TX
Philadelphia, PA
Hanover, NH
Roseland, NJ
Roseland, NJ
Spokane, WA
Minneapolis, MN
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.
