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Donna Felan Allardice

Tiaa-Cref Individual & Institutional Services, LLC

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About Donna Felan Allardice

Donna Allardice is a financial advisor with over 10 years of experience in the financial services industry. Donna has a strong track record of success and is committed to providing her clients with personalized financial advice. She is registered with Tiaa-Cref Individual & Institutional Services, LLC and holds a Series 7, Series 63 and Series 66 licenses. Donna is also a registered investment advisor in North Carolina. Donna specializes in providing financial advice to individuals, businesses, and charitable organizations. She offers a wide range of services, including financial planning, investment management, and retirement planning.

Firm Information

Donna Allardice 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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Donna Allardice’s Registration & Firm History

NC

05/03/2021 - Present

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

NC

07/14/2011 - 02/26/2014

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 05/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/09/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna Felan Allardice.
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