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Jesse Antonio Faggioli

Tiaa-Cref Individual & Institutional Services, LLC

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About Jesse Antonio Faggioli

Jesse Antonio Faggioli is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Jesse has experience with the financial services industry, having previously been associated with firms like Robinhood Financial, LLC and Fidelity Brokerage Services, LLC. He is also a registered investment advisor, with experience advising individuals and high-net-worth clients. Jesse holds both Series 7 and Series 63 licenses, demonstrating his expertise in securities and investment management.

Firm Information

Jesse Faggioli 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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Jesse Faggioli’s Registration & Firm History

CO

08/03/2023 - Present

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

CO

11/17/2022 - 06/01/2023

BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC (DENVER CO)

CO

01/29/2021 - 08/08/2022

ROBINHOOD FINANCIAL, LLC (Denver CO)

UT

08/29/2019 - 12/22/2020

FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)

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Licenses & Designations

IA

Issued 08/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/06/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse Antonio Faggioli.
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