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Brian Michael Odonoghue

Tiaa-Cref Individual & Institutional Services, LLC

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About Brian Michael Odonoghue

Brian Michael Odonoghue is a financial advisor with over 17 years of experience in the industry. Brian Michael Odonoghue is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Melville, NY. Brian Michael Odonoghue has previously been registered with NYLIFE DISTRIBUTORS LLC and SENTINEL FINANCIAL SERVICES COMPANY. Brian Michael Odonoghue holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Brian Michael Odonoghue is also registered in 10 states and has a total of 8 approved registrations.

Firm Information

Brian Odonoghue 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 Odonoghue’s Registration & Firm History

NY

06/20/2024 - Present

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

NY

11/07/2006 - 06/07/2017

NYLIFE DISTRIBUTORS LLC (NEW YORK NY)

VT

03/09/2006 - 10/24/2006

SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)

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Licenses & Designations

BOTH

Issued 01/18/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/08/2006

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 Michael Odonoghue.
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