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Fernando Martin Camacho

Tiaa-Cref Individual & Institutional Services, LLC

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About Fernando Martin Camacho

Fernando Camacho is an investment advisor representative for TIAA-CREF Individual & Institutional Services, LLC, with over 14 years of experience in the financial services industry. Fernando Camacho's previous experience includes roles with PNC Investments, Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney. Fernando Camacho has Series 66, Series 7 and SIE licenses and is currently registered with the states of Delaware, New Jersey, and Pennsylvania.

Firm Information

Fernando Camacho 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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Fernando Camacho’s Registration & Firm History

PA

06/01/2017 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Philadelphia PA)

NJ

07/26/2016 - 05/24/2017

PNC INVESTMENTS (HAMILTON NJ)

NJ

03/15/2013 - 07/05/2016

CHARLES SCHWAB & CO., INC. (MOORESTOWN NJ)

NJ

04/05/2012 - 02/28/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

NJ

07/09/2009 - 02/16/2012

MORGAN STANLEY SMITH BARNEY (MORRISTOWN NJ)

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Licenses & Designations

BOTH

Issued 07/24/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fernando Martin Camacho.
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