Sam
Titus

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5913740
Investment Advisor
in Williston, VT

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About this Advisor

Sam Titus is a financial advisor located in Williston, Vermont. Currently a registered advisor at Tiaa-Cref Individual & Institutional Services, LLC, they have accumulated 10 years of work experience in the financial advisory industry. Titus maintains Series 63, Series 65 and Series 66 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Titus is able to serve investors based out of Vermont. Over the course of their career, Titus has held roles at Td Bank, La Villa Bistro, Shelburne Farms, Morgan Stanley Smith Barney, Mywebgrocer, Fidelity Brokerage Services, LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Tiaa-Cref Individual & Institutional Services, LLC is headquartered in Williston, Vermont, and operates out of 160 locations in the country. Overall, Tiaa-Cref Individual & Institutional Services, LLC oversees $25 billion in assets dispersed across 69,021 client accounts and retains more than 1,988 people. The firm's total assets under management places it among the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 61% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Tiaa-Cref Individual & Institutional Services, LLC can provide financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

166 Sycamore Street Suite 170, Bldg. D
Williston, VT 05495

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

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

1,988

VT Average: 88
Total Number of Accounts

69,021

VT Average: 3,892
Average Account Size

$364,861

VT Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Sam Titus Work History

Sam has 11 years of experience.

2017 - Present (3 years)

Tiaa

2017 - Present (3 years)

Tiaa-Cref Individual & Institutional Services, LLC

2014 - 2017 (3 years)

Fidelity Brokerage Services, LLC

2012 - 2014 (2 years)

Mywebgrocer

2011 - 2012 (1 year)

Morgan Stanley Smith Barney

2010 - 2011 (1 year)

Td Bank

2010 - 2010 (< 1 year)

Shelburne Farms

2009 - 2011 (2 years)

La Villa Bistro

Disclosures

Sam Titus has no disclosures.

Please visit their SEC profile for more details.

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This content was compiled from the SEC and FINRA.

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