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Janet Irene Murrill

Tiaa-Cref Individual & Institutional Services, LLC

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About Janet Irene Murrill

Janet Irene Murrill is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Janet has been in the financial services industry since 2003. Janet is registered with FINRA and the state of New Jersey. Janet's current firm offers a variety of financial products and services, including portfolio management for individuals, financial planning, and selection of other advisors. Janet is dedicated to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Janet Murrill 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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Janet Murrill’s Registration & Firm History

NJ

12/14/2017 - Present

Tiaa-Cref Individual & Institutional Services, LLC (PRINCETON NJ)

NJ

04/13/2012 - 12/04/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HILLSBOROUGH NJ)

NJ

11/14/2011 - 01/05/2012

DAVID LERNER ASSOCIATES, INC. (PRINCETON NJ)

PA

03/11/2010 - 07/01/2010

CCO INVESTMENT SERVICES CORP. (LANGHORNE PA)

NJ

11/01/2007 - 04/28/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (PRINCETON NJ)

NJ

05/16/2006 - 10/03/2007

PNC INVESTMENTS (PLAINSBORO NJ)

NJ

10/20/2004 - 04/21/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (BELLE MEAD NJ)

NY

03/17/2003 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/15/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2004

Series 7 - General Securities Representative Examination

BC

Issued 03/13/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Janet Irene Murrill.
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