Andargachew
Tadesse

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5506470
Investment Advisor
in Seattle, WA

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About this Advisor

Andargachew Tadesse is a financial advisor based in Seattle, Washington, with a total of 11 years of relevant experience. Tadesse is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. The advisor has gained experience at Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Tadesse has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Nebraska, Texas and Washington. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment firm headquartered in New York, NY. The company 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 investment advisory firms in the nation by assets under management. The firm provides services to 22 charities and foundations. Of its 76,892 client accounts, 62% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management are based on which service is provided. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC can be comprised of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

11 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

617 Eastlake Avenue East Suite 100
Seattle, WA 98109

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

WA Average: 88
Total Number of Accounts

76,892

WA Average: 3,892
Average Account Size

$401,951

WA Average: $1,917,921

Investment Advisory Services

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

Andargachew Tadesse Work History

Andargachew has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Tiaa

2012 - Present (12 years)

Tiaa-Cref Individual & Institutional Services, LLC

*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 Andargachew Tadesse 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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