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Eric Curtis Williams

Tiaa-Cref Individual & Institutional Services, LLC

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About Eric Curtis Williams

Eric Williams is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. He has been in the financial services industry since 2007 and has a strong background in helping individuals and institutions with their financial planning and investment needs. Eric holds Series 7, 63, 66, and SIE licenses and is registered in 51 states. Previously, Eric has held positions at Transamerica Capital, Inc. and Waddell & Reed, Inc. Eric is dedicated to helping clients achieve their financial goals.

Firm Information

Eric Williams 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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Eric Williams’s Registration & Firm History

TX

09/29/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)

TX

11/20/2020 - 09/06/2023

TRANSAMERICA CAPITAL, INC. (Plano TX)

TX

11/19/2010 - 06/03/2011

WADDELL & REED, INC. (DALLAS TX)

TX

10/11/2007 - 03/26/2009

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BC

Issued 10/05/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 04/25/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/20/2020

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

BC

Issued 10/17/2020

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Curtis Williams.
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