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Henry John Saur

Tiaa-Cref Individual & Institutional Services, LLC

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About Henry John Saur

Henry John Saur is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC and has been in the industry since 1999. Henry John Saur is a registered representative with FINRA and is licensed to conduct business in several states. Henry John Saur's areas of expertise include financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Henry Saur 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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Henry Saur’s Registration & Firm History

PA

02/02/2012 - Present

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

PA

07/09/2010 - 12/05/2011

UNIVEST INVESTMENTS, INC. (SOUDERTON PA)

PA

10/23/2009 - 06/29/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DOYLESTOWN PA)

PA

02/07/2007 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (BLUE BELL PA)

PA

10/01/2000 - 01/03/2007

WACHOVIA SECURITIES, LLC (NEW HOPE PA)

NC

09/01/1999 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 02/01/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2004

Series 7 - General Securities Representative Examination

BC

Issued 08/31/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Henry John Saur.
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