linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Meghan Mckelvey Clark

Tiaa-Cref Individual & Institutional Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Meghan? Claim Your Profile

About Meghan Mckelvey Clark

Meghan Mckelvey Clark is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Meghan has been in the financial industry since 2008. Meghan's previous experience includes working with Northwestern Mutual Investment Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Meghan is registered to offer investment advisory services in California, Pennsylvania and West Virginia. Meghan has Series 66, Series 31, Series 7 and SIE securities licenses.

Firm Information

Meghan Clark 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Compensation from affiliates

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Meghan Clark’s Registration & Firm History

PA

01/14/2022 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Pittsburgh PA)

PA

04/23/2020 - 01/12/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)

PA

12/08/2009 - 10/22/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)

PA

06/01/2009 - 12/14/2009

MORGAN STANLEY SMITH BARNEY (PITTSBURGH PA)

PA

03/20/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)

PA

12/18/2006 - 09/27/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)

Not sure if Meghan Mckelvey Clark is right for you?

Licenses & Designations

BOTH

Issued 02/14/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 12/15/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meghan Mckelvey Clark.
Not sure if Meghan Mckelvey Clark is right for you?