Tyler
Brubaker
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Tyler Brubaker is a financial advisor based out of Denver, Colorado who has 1 year of relevant experience. Brubaker currently works for Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, Brubaker has worked at Florida Financial Advisors, F4 Wealth Advisors, Rollins College, Airtech Of Pensacola Inc, Second Harvest Of Central Florida, Unemployed Student/Covid, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Airtech Of Pensacola. Brubaker has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Colorado. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment company that has its headquarters in New York, NY. The firm has offices in 136 locations and a total of 1,235 advisors. It oversees $31 billion in assets among its 76,892 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 22 charitable organizations. Of its 76,892 customer accounts, 62% are held by high-net-worth individuals who have more than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules depend on which services the firm provides the client. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC can be comprised of any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Tyler Brubaker Work History
Tyler has been registered as a financial advisor for 1 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Airtech Of Pensacola
Florida Financial Advisors
F4 Wealth Advisors
Second Harvest Of Central Florida
Airtech Of Pensacola Inc
Unemployed Student/Covid
Rollins College
Rollins College
Airtech Of Pensacola Inc
*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 Tyler Brubaker 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.
