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Melissa Ann Trask

Tiaa-Cref Individual & Institutional Services, LLC

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About Melissa Ann Trask

Melissa Trask is a financial advisor who has been in the industry since 2016. Melissa holds the Series 7, Series 63, and Series 66 securities licenses, as well as the SIE exam. Melissa is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and has been with the firm since May 2018. Prior to joining TIAA-CREF, Melissa was employed by TD Ameritrade, Inc. Melissa's areas of expertise include portfolio management, financial planning, and selection of other advisors. Melissa is registered in 52 states and Puerto Rico.

Firm Information

Melissa Trask 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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Melissa Trask’s Registration & Firm History

TX

11/06/2018 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)

TX

09/02/2016 - 05/31/2018

TD AMERITRADE, INC. (Southlake TX)

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Licenses & Designations

BOTH

Issued 08/26/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/13/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Ann Trask.
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