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Gehang Schwartz

Tiaa-Cref Individual & Institutional Services, LLC

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About Gehang Schwartz

Gehang Schwartz is a financial professional registered with TIAA-CREF Individual & Institutional Services, LLC in New York, New York. Gehang Schwartz has been working in the financial services industry since October 2022. Their previous employers include UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gehang Schwartz is licensed to provide investment advice and has passed the Series 66, Series 7TO and SIE exams. They have been active in the industry for less than a year.

Firm Information

Gehang Schwartz 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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Gehang Schwartz’s Registration & Firm History

NY

09/14/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)

NJ

11/22/2022 - 09/14/2023

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

09/12/2022 - 10/04/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YONKERS NY)

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Licenses & Designations

BOTH

Issued 12/05/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/12/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/25/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gehang Schwartz.
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