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Brian Christopher McLinden

Tiaa-Cref Individual & Institutional Services, LLC

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About Brian Christopher McLinden

Brian McLinden is a registered investment advisor representative for TIAA-CREF Individual & Institutional Services, LLC. Brian is licensed to provide investment advice in both New Jersey and New York. Brian has over 10 years of experience in the financial services industry, including previous roles at Morgan Stanley and Thornhill Securities, Inc.

Firm Information

Brian McLinden 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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Brian McLinden’s Registration & Firm History

NY

03/20/2024 - Present

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

NY

05/17/2019 - 03/08/2024

MORGAN STANLEY (New York NY)

NJ

06/22/2016 - 07/05/2017

THORNHILL SECURITIES, INC. (SPRINGFIELD NJ)

NY

11/07/2014 - 10/07/2015

T3 TRADING GROUP, LLC (NEW YORK NY)

NY

06/13/2013 - 11/07/2014

WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/26/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2016

Series 7 - General Securities Representative Examination

BC

Issued 06/28/2013

Series 56 - Proprietary Trader Qualification Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Christopher McLinden.
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