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Melissa Lee Herbert

Tiaa-Cref Individual & Institutional Services, LLC

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About Melissa Lee Herbert

Melissa Herbert is an investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Melissa is also registered with the state of Massachusetts as an investment advisor representative. Melissa is currently employed at the Andover, MA location of the firm, which is located at 300 Brickstone Square, Suite 102. Melissa has been in the securities industry since April 23, 2021.

Firm Information

Melissa Herbert 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 Herbert’s Registration & Firm History

MA

07/11/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (ANDOVER MA)

NY

10/20/2021 - 09/02/2022

JEFFERIES LLC (NEW YORK NY)

FL

08/04/2020 - 10/13/2021

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 07/11/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/15/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2021

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 05/11/2021

Series 52TO - Municipal Securities Representative Examination

BC

Issued 08/04/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Lee Herbert.
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