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Gregory Todd McGraime

Tiaa-Cref Individual & Institutional Services, LLC

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About Gregory Todd McGraime

Gregory McGraime is an Investment Advisor Representative at Tiaa-Cref Individual & Institutional Services, LLC. Gregory has been in the financial services industry for over 13 years. Gregory has passed the Series 63, Series 66 and Series 7 exams. Gregory is registered to sell securities in the following states: Connecticut, Florida, Hawaii, Maryland, New Jersey, New York, Pennsylvania, and Washington. Gregory is also registered as an Investment Advisor Representative in New York. Gregory's experience includes working at PricewaterhouseCoopers LLP and TIAA. Gregory is dedicated to providing his clients with personalized financial advice and investment solutions.

Firm Information

Gregory McGraime 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 McGraime’s Registration & Firm History

NY

05/25/2021 - Present

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

IL

03/27/2002 - 04/08/2003

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

TX

03/30/1998 - 10/18/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 09/18/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Todd McGraime.
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