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Edward Isador Myers

Tiaa-Cref Individual & Institutional Services, LLC

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About Edward Isador Myers

Edward Myers is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC, with extensive experience in the industry. Edward holds a Series 63, Series 6TO, and Series 6 licenses, as well as the SIE. Edward has been a financial advisor since 2003. Edward is a registered representative in 51 states. Edward is a specialist in retirement planning, insurance, and investment management.

Firm Information

Edward Myers 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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Edward Myers’s Registration & Firm History

CO

12/21/2022 - Present

Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)

WA

12/10/2013 - 01/16/2015

SYMETRA SECURITIES, INC. (BELLEVUE WA)

CO

02/06/2008 - 11/20/2013

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

IL

05/01/2007 - 12/20/2007

MESIROW FINANCIAL, INC. (CHICAGO IL)

IL

09/25/2006 - 05/04/2007

MUTUAL SERVICE CORPORATION (BANNOCKBURN IL)

NC

12/19/2003 - 05/06/2005

CLARK SECURITIES, INC. (GREENSBORO NC)

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Licenses & Designations

BC

Issued 02/02/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/05/2022

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Isador Myers.
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