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David Ross Bowles

Tiaa-Cref Individual & Institutional Services, LLC

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About David Ross Bowles

David Bowles is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. David has been in the industry since 2014 and is licensed in Florida, Illinois, Massachusetts and Tennessee. David has a background in providing financial planning, portfolio management for individuals and selection of other advisers services. David is also a licensed real estate agent in Chicago, Illinois and works part-time as a driver for Uber.

Firm Information

David Bowles 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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David Bowles’s Registration & Firm History

IL

12/11/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (EVANSTON IL)

IL

09/18/2020 - 11/17/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

IA

09/16/2019 - 08/18/2020

TD AMERITRADE, INC. (DAVENPORT IA)

IL

02/26/2018 - 07/25/2019

TD AMERITRADE, INC. (WILMETTE IL)

IL

10/20/2016 - 02/26/2018

SCOTTRADE, INC. (WILMETTE IL)

IL

07/24/2015 - 09/26/2016

FIDELITY BROKERAGE SERVICES LLC (ORLAND PARK IL)

IL

03/17/2014 - 01/23/2015

EDWARD JONES (LAKE ZURICH IL)

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Licenses & Designations

BOTH

Issued 04/04/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Ross Bowles.
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