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Michael Kyle Stillie

Tiaa-Cref Individual & Institutional Services, LLC

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About Michael Kyle Stillie

Michael Kyle Stillie is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Michael has been in the financial services industry since 1997 and has worked for a number of firms including BB&T Investment Services, Inc., Wachovia Securities, LLC, and Wachovia Securities, Inc. Michael holds the Series 7, Series 9, Series 10, Series 24, and Series 66 licenses and is registered in North Carolina.

Firm Information

Michael Stillie 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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Michael Stillie’s Registration & Firm History

NC

01/16/2008 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)

NC

08/05/2005 - 11/30/2007

BB&T INVESTMENT SERVICES, INC. (WINSTON-SALEM NC)

MO

06/15/2002 - 05/27/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

02/14/2000 - 06/15/2002

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

NC

09/26/1997 - 02/14/2000

WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)

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Licenses & Designations

BOTH

Issued 08/28/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/23/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/16/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/14/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Kyle Stillie.
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