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Antoinette Bossola Disano

Tiaa-Cref Individual & Institutional Services, LLC

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About Antoinette Bossola Disano

Antoinette Disano is a financial advisor at Tiaa-cref Individual & Institutional Services, LLC. Antoinette has been in the financial services industry since 1984 and is registered with the state of Missouri. Antoinette has specialized knowledge of the securities and advisory industry. Antoinette holds a Series 66, Series 63, Series 24, Series 7, and Series 2 licenses. Antoinette is also a member of the Waterman Condominium Association.

Firm Information

Antoinette Disano 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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Antoinette Disano’s Registration & Firm History

MO

11/21/2014 - Present

Tiaa-Cref Individual & Institutional Services, LLC (St Louis MO)

MO

06/14/2013 - 11/10/2014

LPL FINANCIAL LLC (TOWN & COUNTRY MO)

MO

09/24/2012 - 06/10/2013

WELLS FARGO ADVISORS, LLC (CHESTERFIELD MO)

IN

08/16/1984 - 12/07/1998

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

08/16/1984 - 12/07/1998

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NA

08/16/1984 - 01/03/1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

NA

11/27/1984 - 04/20/1988

INTEGRATED RESOURCES EQUITY CORPORATION

NA

06/19/1983 - 08/28/1984

AETNA LIFE INSURANCE AND ANNUITY COMPANY

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Licenses & Designations

BOTH

Issued 10/12/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/1986

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2012

Series 7 - General Securities Representative Examination

BC

Issued 02/09/1983

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Antoinette Bossola Disano.
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