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Antonio Miguel Trujillo

Tiaa-Cref Individual & Institutional Services, LLC

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About Antonio Miguel Trujillo

Antonio Miguel Trujillo is a financial professional with over 20 years of experience in the industry. Antonio has a strong background in various financial products and services, including securities, investment company products, and variable contracts. Currently, Antonio is registered with Tiaa-Cref Individual & Institutional Services, LLC in Denver, Colorado. Antonio has previously worked for firms such as CHASE INVESTMENT SERVICES CORP., UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, PRUCO SECURITIES, LLC., and FIRST INVESTORS CORPORATION.

Firm Information

Antonio Trujillo 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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Antonio Trujillo’s Registration & Firm History

CO

02/09/2011 - Present

Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)

CO

05/16/2008 - 01/14/2011

CHASE INVESTMENT SERVICES CORP. (DENVER CO)

CO

03/31/2006 - 10/26/2007

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BLOOMFIELD CO)

NJ

07/28/2003 - 01/31/2006

PRUCO SECURITIES, LLC. (NEWARK NJ)

NJ

05/23/2000 - 07/17/2003

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 03/10/2011

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/26/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/31/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2003

Series 7 - General Securities Representative Examination

BC

Issued 05/22/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Antonio Miguel Trujillo.
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