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Michael Patrick Egan

Tiaa-Cref Individual & Institutional Services, LLC

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About Michael Patrick Egan

Michael Egan is a financial professional with over 28 years of experience in the industry. Michael is registered as a Broker-Dealer with the state of Colorado and Maine and a registered representative with TIAA-CREF Individual & Institutional Services, LLC, since September of 1994. Michael is a dedicated professional who has held Series 6, 7, 24, 26, and 63 licenses. Michael holds the SIE designation. Michael is also a specialist in insurance, fixed income, and mutual funds. Michael Egan's experience and dedication make him a valuable resource for individuals and families seeking financial guidance.

Firm Information

Michael Egan 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 Egan’s Registration & Firm History

CO

09/20/1994 - Present

Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)

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Licenses & Designations

BC

Issued 09/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/17/2006

Series 24 - General Securities Principal Examination

BC

Issued 11/26/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2004

Series 7 - General Securities Representative Examination

BC

Issued 09/13/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Patrick Egan.
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