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Mackenzie Huish-casey

Tiaa-Cref Individual & Institutional Services, LLC

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About Mackenzie Huish-casey

Mackenzie Huish-Casey is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Mackenzie has been in the financial services industry since 2004 and has a proven track record of providing sound financial advice to clients. Mackenzie is also registered as an investment advisor representative and has successfully passed the Series 63, 66, 7, 9 and SIE exams. Mackenzie currently provides financial planning and portfolio management services to individual and institutional clients. Mackenzie is committed to providing her clients with personalized financial guidance and helping them reach their financial goals.

Firm Information

Mackenzie Huish-casey 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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Mackenzie Huish-casey’s Registration & Firm History

UT

11/10/2022 - Present

Tiaa-Cref Individual & Institutional Services, LLC (SALT LAKE CITY UT)

UT

06/16/2004 - 09/09/2022

FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)

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Licenses & Designations

BOTH

Issued 03/03/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mackenzie Huish-casey.
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