Nathan
Garner

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6816584
Investment Advisor
in Honolulu, HI

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About this Advisor

Nathan Garner is a financial advisor who works out of Honolulu, Hawaii who has 2 years of industry experience. Garner is an employee of Tiaa-Cref Individual & Institutional Services, LLC. During their career, Garner has held roles at Home & Office Technologies, 1800Contacts, Church Of Jesus Christ Of Latter Day Saints, Fidelity Brokerage Services, LLC, Fidelity Personal And Workspace Advisors, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Garner has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to operate in Hawaii and Utah. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment business that has its headquarters in New York, NY. The firm has offices in 136 locations and a total of 1,235 advisors. It controls $31 billion in total assets between its 76,892 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 76,892 client accounts, 62% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically are based on the type of services offered. However, fees billed by Tiaa-Cref Individual & Institutional Services, LLC likely consist of any blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

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

500 Ala Moana Blvd. Offices 424, 461
Honolulu, HI 96813

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

HI Average: 88
Total Number of Accounts

76,892

HI Average: 3,892
Average Account Size

$401,951

HI Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nathan Garner Work History

Nathan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Tiaa

2021 - Present (3 years)

Tiaa-Cref Individual & Institutional Services, LLC

2019 - 2021 (2 years)

Fidelity Personal And Workspace Advisors

2017 - 2021 (4 years)

Fidelity Brokerage Services, LLC

2014 - 2014 (< 1 year)

Home & Office Technologies

2014 - 2017 (3 years)

1800Contacts

2012 - 2014 (2 years)

Church Of Jesus Christ Of Latter Day Saints

*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 Nathan Garner 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 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.

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