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Cara Patricia Turano

Tiaa-Cref Individual & Institutional Services, LLC

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About Cara Patricia Turano

Cara Turano is a financial advisor with over 23 years of experience in the financial industry. Cara is currently registered as a Registered Representative with TIAA-CREF Individual & Institutional Services, LLC in New York. Cara specializes in providing financial planning, portfolio management for individuals and selection of other advisers. Cara is also a Registered Investment Advisor with TIAA-CREF Individual & Institutional Services, LLC in New York. Cara was previously registered with TIAA-CREF Individual & Institutional Services, LLC in New York, from March 17, 1994 to April 8, 2005. Cara has held various licenses and designations throughout her career, including Series 6, Series 7, Series 24, Series 26, Series 63, and Series 66. Cara is currently licensed in Connecticut, New Jersey, New York, and Pennsylvania. Cara's clients primarily include high net worth individuals, corporations, and charitable organizations. Cara is a valued member of the TIAA-CREF team and is committed to providing her clients with the highest level of service.

Firm Information

Cara Turano 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 Turano’s Registration & Firm History

NY

05/25/2021 - Present

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

NY

03/17/1994 - 04/08/2005

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/10/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/2019

Series 24 - General Securities Principal Examination

BC

Issued 03/04/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2009

Series 7 - General Securities Representative Examination

BC

Issued 03/16/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cara Patricia Turano.
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