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James Matthew Myczek

Tiaa-Cref Individual & Institutional Services, LLC

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About James Matthew Myczek

James Matthew Myczek is a registered representative of Tiaa-Cref Individual & Institutional Services, LLC. James has been working in the financial industry since October 2010. James currently works from the Chicago, IL office. James is also registered with the states of California, Illinois, Michigan, Ohio and Wisconsin. James has a Series 66, Series 7, and SIE license. James has been licensed to conduct business with TIAA-CREF since November 2018 and previously was registered with PNC INVESTMENTS and Merrill Lynch. James is an experienced financial professional who is committed to helping clients achieve their financial goals.

Firm Information

James Myczek 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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James Myczek’s Registration & Firm History

IL

11/12/2018 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CHICAGO IL)

IL

05/10/2013 - 11/01/2018

PNC INVESTMENTS (CLARENDON HILLS IL)

IL

07/29/2011 - 01/07/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)

IL

06/14/2010 - 08/01/2011

EDWARD JONES (DOWNERS GROVE IL)

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Licenses & Designations

BOTH

Issued 06/25/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Matthew Myczek.
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