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Lamont Nicholas Corprew

Tiaa-Cref Individual & Institutional Services, LLC

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About Lamont Nicholas Corprew

Lamont Nicholas Corprew is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Lamont has been in the industry since 2004 and has experience with J.P. MORGAN SECURITIES LLC, MORGAN STANLEY, and PRUCO SECURITIES, LLC.. Lamont has also been involved in various charitable and non-profit organizations throughout the years. Lamont is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Lamont Corprew 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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Lamont Corprew’s Registration & Firm History

MD

11/01/2022 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Bethesda MD)

MD

10/04/2019 - 10/07/2022

J.P. MORGAN SECURITIES LLC (Germantown MD)

MD

05/23/2016 - 10/01/2019

MORGAN STANLEY (POTOMAC MD)

MD

06/17/2015 - 05/17/2016

PRUCO SECURITIES, LLC. (Bethesda MD)

MD

06/23/2004 - 10/11/2005

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

IA

Issued 08/27/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2016

Series 7 - General Securities Representative Examination

BC

Issued 06/17/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/01/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 02/07/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lamont Nicholas Corprew. Review regulatory record here.
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