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John Glorioso

Tiaa-Cref Individual & Institutional Services, LLC

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About John Glorioso

John Glorioso is an investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC, a firm based in New York City. John has been active in the securities industry since November 1999 and has experience with TIAA and WELLS FARGO ADVISORS, LLC. John is licensed in 18 states and the District of Columbia and has a Series 7, 31, and 66 license, as well as the SIE. John offers financial planning and portfolio management services to individuals and businesses. John has extensive experience working with a variety of client types, including high-net-worth individuals, charitable organizations, and corporations.

Firm Information

John Glorioso 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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John Glorioso’s Registration & Firm History

VA

09/24/2012 - Present

Tiaa-Cref Individual & Institutional Services, LLC (FAIRFAX VA)

VA

01/05/2010 - 04/20/2011

WELLS FARGO ADVISORS, LLC (RESTON VA)

VA

01/09/2001 - 03/03/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)

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Licenses & Designations

BOTH

Issued 02/16/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 12/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Glorioso. Review regulatory record here.
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