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Linda Ann Marschke

Tiaa-Cref Individual & Institutional Services, LLC

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About Linda Ann Marschke

Linda Ann Marschke has been a registered investment advisor for over 30 years. Linda began her career at Smith Barney, Harris Upham & Co., Incorporated and most recently worked at Prudential Investment Management Services LLC. Linda is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and provides financial planning and portfolio management services for individuals and businesses. Linda is registered with the State of New York as both a broker-dealer and investment advisor.

Firm Information

Linda Marschke 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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Linda Marschke’s Registration & Firm History

NY

05/25/2021 - Present

Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)

IL

11/22/2013 - 03/31/2015

PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)

NJ

05/28/1998 - 07/15/2013

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NY

07/17/1996 - 02/09/1998

SALOMON BROTHERS INC. (NEW YORK NY)

CT

04/06/1992 - 07/10/1996

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

PA

02/17/1989 - 06/21/1991

DIRECTED SERVICES, INC. (WEST CHESTER PA)

NA

01/13/1987 - 03/28/1988

THOMSON MCKINNON SECURITIES INC.

NA

10/22/1985 - 12/18/1986

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

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Licenses & Designations

IA

Issued 05/22/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Ann Marschke.
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