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Kyle James Moore

Tiaa-Cref Individual & Institutional Services, LLC

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About Kyle James Moore

Kyle James Moore is an investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC in Frisco, Texas. Kyle is a licensed investment advisor representative in Texas and holds a Series 65 license. Kyle has been in the financial services industry since 2021. Kyle has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. Kyle's services include financial planning, portfolio management for individuals, and selection of other advisers.

Firm Information

Kyle Moore 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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Kyle Moore’s Registration & Firm History

TX

07/23/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Dallas TX)

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Licenses & Designations

IA

Issued 11/16/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle James Moore.
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