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Kevin James Callaghan

Tiaa-Cref Individual & Institutional Services, LLC

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About Kevin James Callaghan

Kevin Callaghan is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC. Kevin has been in the financial services industry since 2004. Kevin has held past positions at CCO INVESTMENT SERVICES CORP., TD AMERITRADE, INC., AMERIPRISE FINANCIAL SERVICES, INC. and IDS LIFE INSURANCE COMPANY. Kevin is registered with FINRA and the state of Massachusetts.

Firm Information

Kevin Callaghan 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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Kevin Callaghan’s Registration & Firm History

MA

08/09/2012 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Boston MA)

MA

11/13/2009 - 07/02/2012

CCO INVESTMENT SERVICES CORP. (DEDHAM MA)

MA

01/14/2009 - 10/01/2009

TD AMERITRADE, INC. (BOSTON MA)

MA

07/23/2004 - 01/06/2009

AMERIPRISE FINANCIAL SERVICES, INC. (WALTHAM MA)

MN

07/23/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/04/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/27/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Kevin James Callaghan. Review regulatory record here.
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