Nicholas
Camel

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5025209
Investment Advisor
in Fairfax, VA

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About this Advisor

Nicholas Camel is a financial advisor based in Fairfax, Virginia, working with Tiaa-Cref Individual & Institutional Services, LLC. Nicholas has previously held positions at Nylife Securities LLC, New York Life Insurance Co, Bb&T, Eagle Strategies LLC, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Tiaa, and Tiaa-Cref Individual & Institutional Services, LLC. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Nicholas 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.

Certifications and Registrations

Series 66

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

3050 Chain Bridge Road Suite 400
Fairfax, VA 22030

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$32,676,871,332

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

1,519

VA Average: 88
Total Number of Accounts

73,602

VA Average: 3,892
Average Account Size

$443,967

VA Average: $1,917,921

Investment Advisory Services

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

Nicholas Camel Work History

2018 - Present (7 years)

Tiaa

2018 - Present (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2015 - 2015 (< 1 year)

Eagle Strategies LLC

2015 - 2018 (3 years)

Wells Fargo Bank Na

2015 - 2018 (3 years)

Wells Fargo Clearing Services, LLC

2014 - 2015 (1 year)

Nylife Securities LLC

2014 - 2015 (1 year)

New York Life Insurance Co

2012 - 2014 (2 years)

Bb&T

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nicholas Camel 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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Mark Dickamore
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Barbara Selig
Daytona Beach, FL
Haley Clanton
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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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