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Luigia Massaro

Tiaa-Cref Individual & Institutional Services, LLC

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About Luigia Massaro

Luigia Massaro is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC and has been in the industry since 2010. Luigia is a registered Investment Advisor Representative and holds the Series 63, Series 65, Series 7, and SIE licenses. Luigia has been registered in New Jersey, New York and Pennsylvania. Luigia has been with TIAA-CREF Individual & Institutional Services, LLC since December 2018. Prior to joining TIAA-CREF, Luigia worked at Morgan Stanley in New Brunswick, NJ from 2010 to 2016 and again from 2017 to 2018. Luigia specializes in providing financial planning and portfolio management services for individuals and businesses.

Firm Information

Luigia Massaro 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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Luigia Massaro’s Registration & Firm History

NJ

04/30/2019 - Present

Tiaa-Cref Individual & Institutional Services, LLC (PRINCETON NJ)

NJ

06/12/2017 - 03/02/2018

MORGAN STANLEY (NEW BRUNSWICK NJ)

NJ

08/31/2010 - 06/20/2016

MORGAN STANLEY (NEW BRUNSWICK NJ)

NJ

11/07/2006 - 01/15/2009

FIDELITY BROKERAGE SERVICES LLC (SHREWSBURY NJ)

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Licenses & Designations

IA

Issued 04/04/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luigia Massaro.
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