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 an investment advisor based in Williston, Vermont. Currently a registered advisor with Tiaa-Cref Individual & Institutional Services, LLC, they have gathered 10 years of practice as a registered investment advisor. Titus has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative. Titus is able to act as a financial advisor based out of Vermont. Their career trajectory has included roles at Caledonian School, 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 153 locations in the nation. Overall, Tiaa-Cref Individual & Institutional Services, LLC manages $26 billion in assets across 64,735 accounts and employs more than 1,991 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 62% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC can offer financial planning services and portfolio management for individuals and small businesses. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

10 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 10 years of experience.

2017 - Present (2 years)

Tiaa

2017 - Present (2 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 - 2009 (< 1 year)

Caledonian School

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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Jonathan Moyer
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Michael Perin
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William Gibson
Lewisville, TX
Sam Titus
Williston, VT
Aaron Moberg
Ames, IA
Thomas Davis
Hamden, CT

This content was compiled from the SEC and FINRA.

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