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Evan Daniel Ho

Tiaa-Cref Individual & Institutional Services, LLC

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About Evan Daniel Ho

Evan Daniel Ho is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC. Evan works in the Ann Arbor, MI branch office. Evan has been in the financial industry for 16 years and has a Series 7, Series 66 and SIE licenses. Evan has had prior registrations with several other firms including CCO Investment Services Corp. and TD Ameritrade, Inc.. Evan is currently registered in 25 states and is also registered with the Financial Industry Regulatory Authority (FINRA).

Firm Information

Evan Ho 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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Evan Ho’s Registration & Firm History

MI

07/11/2014 - Present

Tiaa-Cref Individual & Institutional Services, LLC (ANN ARBOR MI)

MA

10/27/2009 - 06/28/2014

CCO INVESTMENT SERVICES CORP. (QUINCY MA)

MA

05/22/2009 - 09/09/2009

TD AMERITRADE, INC. (BOSTON MA)

MA

04/15/2009 - 05/29/2009

METLIFE SECURITIES INC. (HINGHAM MA)

MA

03/23/2007 - 03/18/2009

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

MI

10/16/2006 - 02/26/2007

COMERICA SECURITIES (DETROIT MI)

MI

06/09/2005 - 06/17/2005

COMERICA SECURITIES (DETROIT MI)

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Licenses & Designations

BOTH

Issued 12/13/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evan Daniel Ho.
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