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James Sullivan Scully

Tiaa-Cref Individual & Institutional Services, LLC

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About James Sullivan Scully

James Scully is a financial advisor with over 7 years of experience in the industry. James is registered in 11 states, including Iowa, Arizona, Georgia, Illinois, Indiana, Kentucky, Minnesota, Missouri, and Ohio. James is also a registered representative with TIAA-CREF Individual & Institutional Services, LLC. James has a strong background in financial planning, portfolio management, and selection of other advisors. James is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

James Scully 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 Scully’s Registration & Firm History

IA

04/18/2018 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CORALVILLE IA)

IA

06/28/2017 - 01/31/2018

EDWARD JONES (CORALVILLE IA)

IA

07/01/2015 - 02/06/2017

NYLIFE SECURITIES LLC (HIAWATHA IA)

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Licenses & Designations

BOTH

Issued 07/18/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2017

Series 7 - General Securities Representative Examination

BC

Issued 07/01/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Sullivan Scully.
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