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Catherine Lee Chamberlin

Tiaa-Cref Individual & Institutional Services, LLC

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About Catherine Lee Chamberlin

Catherine Chamberlin is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC. Catherine is a registered investment advisor and has been in the financial industry for over 2 years. She specializes in helping individuals and families achieve their financial goals. Catherine also provides financial planning services to individuals and businesses. She is licensed to sell securities in Illinois, Minnesota and Wisconsin.

Firm Information

Catherine Chamberlin 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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Catherine Chamberlin’s Registration & Firm History

IL

03/27/2024 - Present

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

IL

10/16/2023 - 02/29/2024

MORGAN STANLEY (Chicago IL)

CO

05/25/2021 - 03/31/2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

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Licenses & Designations

IA

Issued 03/27/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/04/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/25/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/07/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Catherine Lee Chamberlin.
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