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Andrew Michael Black

Tiaa-Cref Individual & Institutional Services, LLC

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About Andrew Michael Black

Andrew Michael Black is a registered investment advisor representative with Tiaa-cref Individual & Institutional Services, LLC. Andrew has been in the financial services industry since 2002. His current registration with the firm began in 2021. He has previously held positions at Curran Advisory Services, Mercer Allied Company, L.P., Prudential Securities Incorporated, and Pruco Securities Corporation. Andrew Michael Black has a broad range of experience in the industry and is knowledgeable about various investment products and services.

Firm Information

Andrew Black 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 Black’s Registration & Firm History

NY

05/25/2021 - Present

Tiaa-Cref Individual & Institutional Services, LLC (LATHAM NY)

NY

08/10/2006 - 10/25/2010

CURRAN ADVISORY SERVICES (ALBANY NY)

NY

11/18/1998 - 09/25/2000

MERCER ALLIED COMPANY, L.P. (COHOES NY)

NY

03/05/1998 - 10/29/1998

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

08/13/1997 - 11/06/1997

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 10/07/2010

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/07/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/2006

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2010

Series 7 - General Securities Representative Examination

BC

Issued 08/08/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Michael Black.
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