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Maximiliano Agosta

Tiaa-Cref Individual & Institutional Services, LLC

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About Maximiliano Agosta

Maximiliano Agosta is a financial advisor with over 5 years of experience in the financial services industry. Maximiliano is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since July 2023. Prior to joining TIAA, Maximiliano was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Maximiliano holds Series 7, Series 66, and SIE licenses. Maximiliano specializes in providing financial planning and portfolio management services to individuals, families, and small businesses.

Firm Information

Maximiliano Agosta 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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Maximiliano Agosta’s Registration & Firm History

FL

08/11/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (BOCA RATON FL)

FL

11/02/2021 - 07/31/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLINGTON FL)

FL

06/08/2019 - 09/20/2021

J.P. MORGAN SECURITIES LLC (BOYNTON BEACH FL)

FL

07/26/2017 - 03/27/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH FL)

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Licenses & Designations

BOTH

Issued 09/21/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maximiliano Agosta.
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