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Cara Julia Sanchez

Tiaa-Cref Individual & Institutional Services, LLC

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About Cara Julia Sanchez

Cara Julia Sanchez is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC in Chicago, IL. Cara Julia has over 7 years of experience in the financial services industry. She is a Registered Representative, holding Series 7, 9, 10, 63 and 66 licenses. Cara Julia is also a registered Investment Advisor Representative in Illinois. Prior to joining TIAA-CREF Individual & Institutional Services, LLC, Cara Julia worked as a financial advisor at Kovitz Securities, LLC and Charles Schwab & Co., Inc.

Firm Information

Cara Sanchez 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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Cara Sanchez’s Registration & Firm History

IL

03/09/2022 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CHICAGO IL)

IL

05/19/2017 - 12/01/2020

KOVITZ SECURITIES, LLC (CHICAGO IL)

IN

11/05/2015 - 04/25/2017

CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 06/16/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/05/2016

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cara Julia Sanchez.
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