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Nicholas Michael Levy

Tiaa-Cref Individual & Institutional Services, LLC

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About Nicholas Michael Levy

Nicholas Levy is a registered representative of Tiaa-Cref Individual & Institutional Services, LLC. Nicholas is a financial advisor with 13 years of experience in the financial industry. Nicholas is registered to provide securities and investment advisory services in 51 states. Nicholas's firm is headquartered in New York City and provides advisory services to individuals, families, and businesses. Nicholas specializes in financial planning, portfolio management, and the selection of other advisors. Nicholas is committed to providing personalized and objective financial advice to clients.

Firm Information

Nicholas Levy 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 Levy’s Registration & Firm History

NC

04/16/2024 - Present

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

SC

03/03/2011 - 11/08/2012

WADDELL & REED, INC. (COLUMBIA SC)

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Licenses & Designations

BOTH

Issued 10/14/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Michael Levy.
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