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George Michael Kontos

Tiaa-Cref Individual & Institutional Services, LLC

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About George Michael Kontos

George Michael Kontos is a financial advisor who has been in the industry since 2019. George Michael Kontos is currently registered with TIAA-CREF Individual & Institutional Services, LLC. George Michael Kontos holds Series 66 and Series 7TO licenses and the SIE exam. George Michael Kontos has been registered with the state of Michigan since 2023. George Michael Kontos has experience with GLP INVESTMENT SERVICES, LLC, and ASSET ALLOCATION STRATEGIES, LLC.

Firm Information

George Kontos 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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George Kontos’s Registration & Firm History

MI

07/05/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Royal Oak MI)

MI

07/02/2019 - 06/20/2023

GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)

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Licenses & Designations

BOTH

Issued 10/11/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for George Michael Kontos. Review regulatory record here.
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