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Anthony John Roselli

Tiaa-Cref Individual & Institutional Services, LLC

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About Anthony John Roselli

Anthony Roselli is a Registered Representative with TIAA-CREF Individual & Institutional Services, LLC. Anthony has been a part of the financial services industry since 2014 and has a variety of experience including roles at Fidelity Brokerage Services LLC, E*TRADE SECURITIES LLC, UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anthony is registered in New Jersey, New York, and Pennsylvania.

Firm Information

Anthony Roselli 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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Anthony Roselli’s Registration & Firm History

NJ

11/07/2022 - Present

Tiaa-Cref Individual & Institutional Services, LLC (ROSELAND NJ)

NJ

06/19/2020 - 10/20/2022

FIDELITY BROKERAGE SERVICES LLC (WAYNE NJ)

NJ

07/02/2014 - 08/15/2019

E*TRADE SECURITIES LLC (MORRISTOWN NJ)

NJ

07/25/2013 - 02/28/2014

UBS FINANCIAL SERVICES INC. (RED BANK NJ)

AZ

08/26/2011 - 06/06/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

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Licenses & Designations

BOTH

Issued 10/17/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony John Roselli.
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