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Matthew Alan Motelson

Tiaa-Cref Individual & Institutional Services, LLC

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About Matthew Alan Motelson

Matthew Alan Motelson is a financial advisor based in Charlotte, North Carolina. Matthew has over 8 years of experience in the financial industry. Matthew is registered with the state of North Carolina as an Investment Advisor Representative. Matthew's current employer is TIAA-CREF Individual & Institutional Services, LLC. Matthew has previously worked for HSBC Securities (USA) Inc. and J.P. Morgan Securities LLC. Matthew is also registered with the state of North Carolina as a Broker-Dealer. Matthew has a Series 6, Series 7, Series 63, and Series 65 licenses. Matthew specializes in financial planning and portfolio management for individuals.

Firm Information

Matthew Motelson 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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Matthew Motelson’s Registration & Firm History

NC

08/08/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)

NY

01/10/2020 - 06/27/2023

HSBC SECURITIES (USA) INC. (NEW YORK NY)

NY

08/27/2014 - 11/16/2017

HSBC SECURITIES (USA) INC. (BROOKLYN NY)

NY

11/28/2012 - 01/15/2014

J.P. MORGAN SECURITIES LLC (STATEN ISLAND NY)

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Licenses & Designations

IA

Issued 08/07/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/16/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Alan Motelson. Review regulatory record here.
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