Stephan
House
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Stephan House is a financial advisor working in Lewisville, Texas, with 5 years of relevant experience. House is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. During their career, the advisor has held roles at Fidelity Investments, Td Ameritrade, Inc, Tiaa-Cref Individual & Institutional Services, LLC, Fidelity Brokerage Services LLC, Td Ameritrade Investment Management, LLC, Tiaa and Strategic Advisers, Inc. House maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to advise clients in Texas. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory firm that has its headquarters in New York, NY. It has offices in 136 locations and a total of 1,235 financial advisors. It controls $31 billion in assets under management among its 76,892 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 22 charitable organizations. Of its 76,892 customer accounts, 62% are associated with high-net-worth clients who have greater than $1 million in assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually vary depending on the type of services offered. However, fees billed by Tiaa-Cref Individual & Institutional Services, LLC may include some combination of 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
Stephan House Work History
Stephan has been registered as a financial advisor for 5 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Strategic Advisers, Inc
Fidelity Brokerage Services LLC
Fidelity Investments
*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 Stephan House 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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