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Andrew J Martinez

Tiaa-Cref Individual & Institutional Services, LLC

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About Andrew J Martinez

Andrew Martinez is a financial professional with over 15 years of experience in the financial services industry. Andrew is currently registered as an Investment Advisor Representative with TIAA-CREF Individual & Institutional Services, LLC. Andrew has held previous positions at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Andrew holds Series 6, 7, 63 and 66 licenses and the SIE. Andrew's specializations include providing financial planning, selection of other advisors and portfolio management for individuals. Andrew is a licensed investment advisor in 11 states and the District of Columbia.

Firm Information

Andrew Martinez 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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Andrew Martinez’s Registration & Firm History

OR

12/23/2020 - Present

Tiaa-Cref Individual & Institutional Services, LLC (PORTLAND OR)

NV

07/09/2007 - 05/14/2010

FIDELITY BROKERAGE SERVICES LLC (HENDERSON NV)

UT

09/25/2006 - 05/14/2007

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 12/21/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2007

Series 7 - General Securities Representative Examination

BC

Issued 09/23/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Andrew J Martinez. Review regulatory record here.
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