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Mirion Dante White

Tiaa-Cref Individual & Institutional Services, LLC

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About Mirion Dante White

Mirion Dante White is a financial advisor with over 20 years of experience in the financial services industry. Mirion has been registered with Tiaa-Cref Individual & Institutional Services, LLC since 2004. Prior to that, Mirion worked at TEACHERS PERSONAL INVESTORS SERVICES, INC. and 1717 CAPITAL MANAGEMENT COMPANY. Mirion has a Series 6, Series 26, and Series 63 license. Mirion specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Mirion's experience and expertise can help you achieve your financial goals.

Firm Information

Mirion White 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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Mirion White’s Registration & Firm History

NC

01/01/2004 - Present

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

NY

09/05/2001 - 01/01/2004

TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)

DE

09/01/2000 - 08/06/2001

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

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Licenses & Designations

BC

Issued 02/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mirion Dante White.
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