linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Robert Ryan

Tiaa-Cref Individual & Institutional Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Robert Ryan

David Ryan is a financial professional with over 15 years of experience in the financial services industry. David has worked at Citizens Securities, Inc., Winslow, Evans & Crocker, Inc., Putnam Retail Management Limited Partnership, and currently at TIAA-CREF Individual & Institutional Services, LLC. David is registered with FINRA as a General Securities Representative and holds the Series 63, Series 65, and Series 7 licenses. David's current firm is headquartered in New York City and serves clients across the country. David's specialties include financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

David 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Compensation from affiliates

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Ryan’s Registration & Firm History

MA

12/11/2015 - Present

Tiaa-Cref Individual & Institutional Services, LLC (ANDOVER MA)

MA

01/03/2012 - 11/30/2015

CITIZENS SECURITIES, INC. (GLOUCESTER MA)

MA

08/12/2008 - 12/31/2011

WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)

MA

01/16/2008 - 07/21/2008

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

Not sure if David Robert Ryan is right for you?

Licenses & Designations

IA

Issued 11/14/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/28/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Robert Ryan.
Not sure if David Robert Ryan is right for you?