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Colman Thomas Pierzchala

Tiaa-Cref Individual & Institutional Services, LLC

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About Colman Thomas Pierzchala

Colman Thomas Pierzchala is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Colman Thomas Pierzchala has been in the industry since 2002 and has a Series 66, Series 7, Series 24, and SIE license. Colman Thomas Pierzchala is registered to provide investment advice in North Carolina and South Carolina. Colman Thomas Pierzchala has also worked for Vanguard Marketing Corporation and American Express Financial Advisors Inc.. Colman Thomas Pierzchala is affiliated with Good Shepherd United Methodist Church as a Mission Board Member.

Firm Information

Colman Pierzchala 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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Colman Pierzchala’s Registration & Firm History

NC

06/19/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)

PA

11/08/2002 - 04/20/2004

VANGUARD MARKETING CORPORATION (MALVERN PA)

MN

10/06/2002 - 12/16/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/06/2002 - 12/16/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/10/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colman Thomas Pierzchala.
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