Sungwon
Ma
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Sungwon Ma is a financial advisor operating out of Lewisville, Texas with 9 years of relevant experience. Ma currently works for Tiaa-Cref Individual & Institutional Services, LLC. Ma has gained experience at Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Ma holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Texas. Tiaa-Cref Individual & Institutional Services, LLC is an advisory firm headquartered in New York, NY. The firm has offices in 136 locations and a total of 1,235 financial advisors. It manages $31 billion in assets across its 76,892 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 76,892 customer accounts, 62% are held by high-net-worth individuals who have at least $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC 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 largely vary depending on the financial services offered. However, fees billed by Tiaa-Cref Individual & Institutional Services, LLC can include some blend 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
Sungwon Ma Work History
Sungwon has been registered as a financial advisor for 9 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
*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 Sungwon Ma 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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