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Cindy Ann Ryan

Tiaa-Cref Individual & Institutional Services, LLC

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About Cindy Ann Ryan

Cindy Ann Ryan is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Cindy has been in the industry since 2009 and has been registered in Rhode Island since 2024. Cindy also holds Series 7 and Series 66 licenses and is a registered representative with FINRA. Cindy is also a Board member for the Greenville Terrace Subdivision Homeowners Association. Cindy's areas of expertise include financial planning and portfolio management.

Firm Information

Cindy Ryan 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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Cindy Ryan’s Registration & Firm History

RI

06/27/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (PROVIDENCE RI)

RI

03/25/2017 - 06/18/2024

MML INVESTORS SERVICES, LLC (WARWICK RI)

RI

04/05/2011 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (WARWICK RI)

RI

11/10/2009 - 04/11/2011

MORGAN STANLEY SMITH BARNEY (PROVIDENCE RI)

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Licenses & Designations

BOTH

Issued 12/01/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cindy Ann Ryan.
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