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Brian Joseph Munnelly

Tiaa-Cref Individual & Institutional Services, LLC

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About Brian Joseph Munnelly

Brian Munnelly is a registered Investment Advisor Representative with Tiaa-Cref Individual & Institutional Services, LLC, a firm based in New York, NY. Brian Munnelly has been active in the industry for over 30 years, starting in August 1991. Brian Munnelly works from the firm's offices in both New York, NY and Greenwich, CT. Brian Munnelly offers advisory services to individuals, families, and small businesses. Brian Munnelly provides investment management and financial planning services.

Firm Information

Brian Munnelly 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 Munnelly’s Registration & Firm History

NY

05/07/2021 - Present

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

NY

10/21/1994 - 12/31/1995

TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)

NY

05/14/1990 - 10/31/1991

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/07/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2005

Series 7 - General Securities Representative Examination

BC

Issued 05/11/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Joseph Munnelly.
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