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Matthew Thomas Berens

Tiaa-Cref Individual & Institutional Services, LLC

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About Matthew Thomas Berens

Matthew Thomas Berens is a financial professional with TIAA-CREF Individual & Institutional Services, LLC. Matthew has been in the financial industry since October 2019. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 63, and Series 7 licenses. Matthew is registered to sell securities in 51 states.

Firm Information

Matthew Berens 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 Berens’s Registration & Firm History

CO

10/23/2019 - Present

Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)

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Licenses & Designations

BC

Issued 11/01/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/23/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Thomas Berens.
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