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Dawn Jacqueline Medley

Tiaa-Cref Individual & Institutional Services, LLC

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About Dawn Jacqueline Medley

Dawn Jacqueline Medley is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC in Charlotte, NC. Dawn has been in the industry since April 2007 and has held previous roles with AXA Advisors, LLC, MetLife Securities Inc. and Metropolitan Life Insurance Company. Dawn holds the Series 6 and Series 63 securities licenses, as well as the SIE exam. Dawn specializes in providing financial planning services, portfolio management for individuals, and selection of other advisors. Dawn is dedicated to helping clients achieve their financial goals.

Firm Information

Dawn Medley 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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Dawn Medley’s Registration & Firm History

NC

05/16/2019 - Present

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

NY

02/05/2007 - 09/22/2017

AXA ADVISORS, LLC (SYRACUSE NY)

NY

06/22/2005 - 12/15/2006

METLIFE SECURITIES INC. (SYRACUSE NY)

NY

06/22/2005 - 12/15/2006

METROPOLITAN LIFE INSURANCE COMPANY (SYRACUSE NY)

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Licenses & Designations

BC

Issued 08/10/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dawn Jacqueline Medley.
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