Garrett
Dunlap
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Garrett Dunlap is a financial advisor based in Fairfax, Virginia, working with Tiaa-Cref Individual & Institutional Services, LLC. Garrett has previously held positions at Fidelity Brokerage Services, LLC, E*Trade Securities LLC, E*Trade Capital Management LLC, Fairwinds Credit Union, Morgan Stanley, Pnc Investments, Cuso Financial Services, L.P, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, and Harrisdirect LLC. Garrett has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Garrett is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Fairfax, Virginia. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.
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Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Garrett Dunlap Work History
Tiaa
Tiaa-Cref Individual & Institutional Services, Ll
Morgan Stanley
Pnc Investments
E*Trade Securities LLC
E*Trade Capital Management LLC
Harrisdirect LLC
Fairwinds Credit Union
Cuso Financial Services, L.P
Fidelity Brokerage Services, LLC
Disclosures
Please visit the SEC profile of Garrett Dunlap 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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