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Kevin L Antol

Tiaa-Cref Individual & Institutional Services, LLC

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About Kevin L Antol

Kevin Antol is a financial professional with over 20 years of experience in the financial services industry. Kevin is currently registered with TIAA-CREF Individual & Institutional Services, LLC and holds a Series 6, 7, 63, and 65 licenses. Kevin also holds the SIE exam. Kevin has experience working with individuals, high-net-worth individuals, charitable organizations, and corporations. Kevin specializes in providing financial planning, investment management, and other advisory services.

Firm Information

Kevin Antol 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 Antol’s Registration & Firm History

NC

02/01/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)

MA

11/29/2005 - 03/26/2007

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/29/2005 - 03/26/2007

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NJ

01/07/2005 - 12/31/2005

CITISTREET EQUITIES LLC (SOMERSET NJ)

IL

11/11/2003 - 01/12/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

IA

Issued 10/27/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2009

Series 7 - General Securities Representative Examination

BC

Issued 11/10/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin L Antol.
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