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Mario Antonio Gonzalez-ayon

Tiaa-Cref Individual & Institutional Services, LLC

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About Mario Antonio Gonzalez-ayon

Mario Antonio Gonzalez-ayon is a financial advisor who has been active in the industry since October 27, 2015. Mario is currently registered as a Registered Representative with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since July 2022. Previously, Mario was a Registered Representative with LPL FINANCIAL LLC, TD AMERITRADE, INC., and SCOTTRADE, INC.. Mario specializes in retirement planning, financial planning, and selection of other advisers. Mario also holds a Series 7 and Series 66 license. Mario is an active member of the financial services industry and has a proven track record of success.

Firm Information

Mario Gonzalez-ayon 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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Mario Gonzalez-ayon’s Registration & Firm History

NY

08/08/2022 - Present

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

NY

09/17/2018 - 07/05/2022

LPL FINANCIAL LLC (ITHACA NY)

CO

02/26/2018 - 02/28/2018

TD AMERITRADE, INC. (WESTMINSTER CO)

CO

03/09/2015 - 02/26/2018

SCOTTRADE, INC. (DENVER CO)

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Licenses & Designations

BOTH

Issued 05/25/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/08/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mario Antonio Gonzalez-ayon.
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