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Marc Eric Schneider

Tiaa-Cref Individual & Institutional Services, LLC

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About Marc Eric Schneider

Marc Eric Schneider is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Marc has been in the financial services industry since 2000. Marc is registered with the state of California as an Investment Advisor Representative. Marc also holds the following licenses and designations: Series 6, Series 7, Series 63, and Series 65. In addition to his work as a financial advisor, Marc is also an equity shareholder of Baja Flyers Corporation.

Firm Information

Marc Schneider 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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Marc Schneider’s Registration & Firm History

CA

09/02/2020 - Present

Tiaa-Cref Individual & Institutional Services, LLC (SAN DIEGO CA)

VA

09/07/2005 - 03/05/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (MCLEAN VA)

TX

04/19/2000 - 09/06/2005

FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)

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Licenses & Designations

IA

Issued 11/01/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2008

Series 7 - General Securities Representative Examination

BC

Issued 04/18/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Marc Eric Schneider. Review regulatory record here.
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