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Bradlee Alexis Berk

Tiaa-Cref Individual & Institutional Services, LLC

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About Bradlee Alexis Berk

Bradlee Alexis Berk is a registered representative with Tiaa-cref Individual & Institutional Services, LLC. Bradlee Berk has been in the securities industry since April 4, 2012 and has been with Tiaa-cref Individual & Institutional Services, LLC since August 4, 2016. Bradlee Berk is registered with the state of Nevada. Bradlee Berk is also registered with FINRA and has the Series 66, Series 7 and SIE licenses. Prior to Tiaa-cref Individual & Institutional Services, LLC, Bradlee Berk was employed with Morgan Stanley from February 2014 to July 2016 and Sanford C. Bernstein & Co., LLC from November 2011 to October 2013. Bradlee Berk specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisors.

Firm Information

Bradlee Berk 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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Bradlee Berk’s Registration & Firm History

NV

08/04/2016 - Present

Tiaa-Cref Individual & Institutional Services, LLC (RENO NV)

NV

02/11/2014 - 07/22/2016

MORGAN STANLEY (RENO NV)

NY

11/21/2011 - 10/03/2013

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/23/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradlee Alexis Berk.
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