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Andreja Dugacki

Tiaa-Cref Individual & Institutional Services, LLC

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About Andreja Dugacki

Andreja Dugacki is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Andreja holds a Series 7, Series 66 and SIE licenses and is registered with FINRA and the states of California, Michigan, New Jersey and New York. Andreja has been working in the financial services industry since 2017, having previously worked with J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andreja specializes in helping individuals and corporations with their financial planning and portfolio management needs.

Firm Information

Andreja Dugacki is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Andreja Dugacki’s Registration & Firm History

CA

08/09/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (PALO ALTO CA)

CA

01/18/2019 - 07/29/2023

J.P. MORGAN SECURITIES LLC (REDWOOD CITY CA)

CA

07/07/2017 - 01/08/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)

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Licenses & Designations

BOTH

Issued 09/06/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Andreja Dugacki. Review regulatory record here.
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