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Donald Joseph Gregory

Tiaa-Cref Individual & Institutional Services, LLC

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About Donald Joseph Gregory

Donald Gregory is an investment advisor representative at TIAA-CREF Individual & Institutional Services, LLC. Donald has been in the financial services industry since January 15, 2002. Donald is registered with the state of Massachusetts. Donald is a Series 65, Series 66, Series 7, and SIE licensed representative. Donald has previously been employed by BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., and LEGG MASON WOOD WALKER, INCORPORATED.

Firm Information

Donald Gregory 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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Donald Gregory’s Registration & Firm History

MA

07/30/2007 - Present

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

MA

01/19/2005 - 06/04/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

10/15/2003 - 09/22/2004

QUICK & REILLY, INC. (NEW YORK NY)

MD

04/30/2001 - 07/16/2003

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

IA

Issued 02/25/2005

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 05/22/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Joseph Gregory.
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