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Louis Jude Delorenzo

Tiaa-Cref Individual & Institutional Services, LLC

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About Louis Jude Delorenzo

Louis Delorenzo is a financial advisor registered with Tiaa-Cref Individual & Institutional Services, LLC. Louis has been in the financial services industry since 2001. Louis specializes in helping individuals, high-net-worth individuals, charitable organizations, and businesses with their financial planning and portfolio management needs.

Firm Information

Louis Delorenzo 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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Louis Delorenzo’s Registration & Firm History

RI

05/29/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (PROVIDENCE RI)

RI

07/15/2021 - 05/14/2024

CITIZENS SECURITIES, INC. (JOHNSTON RI)

IL

03/09/2021 - 07/17/2021

CHARLES SCHWAB & CO., INC. (Chicago IL)

IL

11/15/2004 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHICAGO IL)

IL

02/13/2003 - 11/10/2004

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IL

12/21/2001 - 11/26/2002

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

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Licenses & Designations

IA

Issued 03/06/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Louis Jude Delorenzo.
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