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Nicholas Mark Wasielewski

Tiaa-Cref Individual & Institutional Services, LLC

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About Nicholas Mark Wasielewski

Nicholas Wasielewski is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Nicholas has been a registered financial advisor for over 25 years. Nicholas has been with TIAA-CREF for 8 years and has a total of 13 active state registrations. Nicholas is a Series 7, Series 63 and Series 65 licensed financial advisor and has earned the SIE designation.

Firm Information

Nicholas Wasielewski 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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Nicholas Wasielewski’s Registration & Firm History

MD

08/26/2015 - Present

Tiaa-Cref Individual & Institutional Services, LLC (COLUMBIA MD)

MD

08/09/2006 - 08/20/2015

M&T SECURITIES, INC. (BALTIMORE MD)

MD

03/23/2002 - 08/02/2006

METLIFE SECURITIES INC. (BALTIMORE MD)

MD

03/23/2002 - 08/02/2006

METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)

MD

12/04/1997 - 03/20/2002

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

IA

Issued 11/04/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Nicholas Mark Wasielewski. Review regulatory record here.
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