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Cassandra Atieno Bonyo

Tiaa-Cref Individual & Institutional Services, LLC

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About Cassandra Atieno Bonyo

Cassandra Bonyo is a financial advisor with over 1 year of experience in the industry. Cassandra is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Cassandra has a Series 63 and Series 66 license and the Series 7TO and SIE exams. Cassandra is also registered in 51 states, including Texas where Cassandra specializes in providing financial advice to individuals, high-net-worth individuals, and corporations or other businesses. Cassandra was previously employed by CHARLES SCHWAB & CO., INC..

Firm Information

Cassandra Bonyo 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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Cassandra Bonyo’s Registration & Firm History

TX

10/27/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (McKinney TX)

TX

08/01/2022 - 08/08/2023

CHARLES SCHWAB & CO., INC. (Westlake TX)

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Licenses & Designations

BOTH

Issued 10/26/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/19/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Cassandra Atieno Bonyo. Review regulatory record here.
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