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Brian Rodriguez Arredondo

Tiaa-Cref Individual & Institutional Services, LLC

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About Brian Rodriguez Arredondo

Brian Rodriguez Arredondo is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC in Charlotte, North Carolina. Brian has been in the financial industry for over 2 years. Brian is licensed to provide financial advice in 51 states and is registered as an Investment Advisor Representative in North Carolina. Prior to joining TIAA-CREF Individual & Institutional Services, LLC, Brian was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Brian's practice specializes in providing financial advice to individuals, high-net-worth individuals, and charitable organizations.

Firm Information

Brian Arredondo 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 Arredondo’s Registration & Firm History

NC

05/08/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Lowell NC)

NC

02/07/2023 - 04/15/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NC

01/05/2022 - 11/23/2022

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 02/22/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/31/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/02/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Rodriguez Arredondo. Review regulatory record here.
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