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Craig Tramaiel Miller

Tiaa-Cref Individual & Institutional Services, LLC

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About Craig Tramaiel Miller

Craig Tramaiel Miller is an investment advisor representative who has been in the financial services industry since February 3, 2022. Craig Tramaiel Miller is registered in 51 states and the District of Columbia as well as North Carolina as an Investment Advisor Representative. Craig Tramaiel Miller currently works for Tiaa-Cref Individual & Institutional Services, LLC, which has a main office in New York, NY. Craig Tramaiel Miller provides financial planning services for individuals and businesses.

Firm Information

Craig Miller 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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Craig Miller’s Registration & Firm History

NC

02/14/2024 - Present

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

OK

09/01/2021 - 06/17/2022

ALLIANCE-ONE INVESTMENTS, LLC (TULSA OK)

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Licenses & Designations

IA

Issued 09/16/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2021

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

BC

Issued 06/14/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Tramaiel Miller.
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