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Gregory Gordon Marks

Tiaa-Cref Individual & Institutional Services, LLC

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About Gregory Gordon Marks

Gregory Marks is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Gregory has been in the industry since April 20, 2005. Gregory is registered in 22 states as well as the District of Columbia. Gregory offers investment advice and financial planning services to individuals and businesses. In addition to his role at TIAA-CREF, Gregory has worked as a financial advisor at Vanguard Marketing Corporation and Northwestern Mutual Investment Services, LLC.

Firm Information

Gregory Marks 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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Gregory Marks’s Registration & Firm History

NC

02/06/2014 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)

NC

09/12/2011 - 09/13/2012

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

NC

10/16/2007 - 06/19/2009

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

NC

01/09/2003 - 10/09/2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 01/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2011

Series 7 - General Securities Representative Examination

BC

Issued 01/08/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Gordon Marks.
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