Christine
Masoni

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5934835
Investment Advisor
in Seattle, WA
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About this Advisor

Christine Masoni is a financial advisor who works in Seattle, Washington, who has been in the financial industry for 10 years. Masoni is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. The advisor has gained experience at Ecreek Solutions, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Liberty Mutual Insurance and Wills Sports Pub. Masoni holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Washington. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory company based out of Seattle, Washington. The company has offices in 153 locations and a total of 1,991 people on staff. It controls $26 billion in total assets between its 64,735 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 38 charitable organizations. Of its 64,735 client accounts, 62% are associated with high-net-worth clients who have at least $1 million in investable assets. The company has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually vary depending on the services provided. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC most likely consist of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

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

Yes

Office Location

Seattle, WA

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

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

1,988

WA Average: 88
Total Number of Accounts

69,021

WA Average: 3,892
Average Account Size

$364,861

WA Average: $1,917,921

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Investment Advisory Services

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

Christine Masoni Work History

Christine has 10 years of experience.

2011 - Present (8 years)

Tiaa-Cref Individual & Institutional Services, LLC

2011 - Present (8 years)

Tiaa

2009 - 2009 (< 1 year)

Ecreek Solutions

2009 - 2011 (2 years)

Liberty Mutual Insurance

2008 - 2009 (1 year)

Wills Sports Pub

Disclosures

Christine Masoni has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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