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Christopher Paul Reda

Tiaa-Cref Individual & Institutional Services, LLC

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About Christopher Paul Reda

Christopher Reda is a registered representative and investment advisor representative with over 19 years of experience in the financial services industry. Christopher currently works with TIAA-CREF Individual & Institutional Services, LLC and has previously worked with E*TRADE SECURITIES LLC, MORGAN STANLEY, ADVISORS ASSET MANAGEMENT, INC., FIRST EMPIRE SECURITIES, INC., and BGC FINANCIAL, L.P. Christopher is licensed in Connecticut, Maryland, Massachusetts, New Jersey, New York, and Pennsylvania. Christopher specializes in portfolio management for individuals and providing financial planning and selection of other advisors.

Firm Information

Christopher Reda 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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Christopher Reda’s Registration & Firm History

NY

08/24/2023 - Present

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

NY

12/12/2016 - 08/21/2023

E*TRADE SECURITIES LLC (Garden City NY)

NY

03/16/2023 - 08/17/2023

MORGAN STANLEY (Garden City NY)

NY

01/05/2015 - 12/15/2016

ADVISORS ASSET MANAGEMENT, INC. (MELVILLE NY)

NY

11/29/2010 - 01/02/2015

FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)

NY

07/19/2004 - 11/01/2010

BGC FINANCIAL, L.P. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/03/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Paul Reda.
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