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Joseph Bryan Manci

Tiaa-Cref Individual & Institutional Services, LLC

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About Joseph Bryan Manci

Joseph Manci is a financial advisor with over 9 years of experience in the financial services industry. Joseph has experience with TIAA-CREF Individual & Institutional Services, LLC, Nationwide Investment Services Corporation and Nationwide Securities, LLC. Joseph holds Series 6, 7TO, 63, 65, and 66 licenses and has a strong background in financial planning, portfolio management, and retirement planning. Joseph is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Joseph Manci 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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Joseph Manci’s Registration & Firm History

NJ

12/21/2022 - Present

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

OH

09/17/2013 - 05/02/2018

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

PA

06/09/2012 - 10/03/2012

NATIONWIDE SECURITIES, LLC (TUNKHANNOCK PA)

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Licenses & Designations

BOTH

Issued 12/20/2022

Series 66 - Uniform Combined State Law Examination

IA

Issued 06/12/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/28/2022

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Bryan Manci.
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