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Isaac Daniel Rodriguez

Tiaa-Cref Individual & Institutional Services, LLC

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About Isaac Daniel Rodriguez

Isaac Daniel Rodriguez is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Rodriguez has been in the financial services industry since March 19, 2010. He is a registered representative with both FINRA and the state of Colorado. Rodriguez holds Series 7, 9, 10, 24, 63 and SIE licenses. Rodriguez has experience working with clients who include individuals, corporations, and charitable organizations. His areas of expertise include portfolio management, financial planning, and selection of other advisers.

Firm Information

Isaac Rodriguez 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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Isaac Rodriguez’s Registration & Firm History

CO

04/15/2016 - Present

Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)

CO

03/12/2010 - 04/07/2016

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 03/19/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/28/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/02/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isaac Daniel Rodriguez.
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