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Matthew Steven Myers

Tiaa-Cref Individual & Institutional Services, LLC

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About Matthew Steven Myers

Matthew Steven Myers is a registered investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC, a firm based in New York, NY. Matthew Steven Myers has been in the industry since September 10, 2011. His firm offers financial planning, selection of other advisors, and portfolio management for individuals. Matthew Steven Myers is also a registered investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC.

Firm Information

Matthew Myers 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 Myers’s Registration & Firm History

WA

09/16/2013 - Present

Tiaa-Cref Individual & Institutional Services, LLC (BELLEVUE WA)

OH

09/26/2011 - 11/05/2012

PNC INVESTMENTS (COLUMBUS OH)

OH

08/04/2011 - 09/21/2011

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (UPPER ARLINGTON OH)

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Licenses & Designations

BOTH

Issued 11/15/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Steven Myers.
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