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Patricia Ann Brondyke

Tiaa-Cref Individual & Institutional Services, LLC

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About Patricia Ann Brondyke

Patricia Ann Brondyke is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Patricia has been in the financial services industry since 2006. Patricia has passed the Series 6, Series 7, Series 63 and Series 65 exams. Patricia is located in CHARLOTTE, NC and has been with TIAA-CREF Individual & Institutional Services, LLC since 2009. Previously, Patricia was registered with BANC OF AMERICA INVESTMENT SERVICES, INC. and HARTFORD EQUITY SALES COMPANY INC. Patricia specializes in providing financial planning services to individuals and families, as well as portfolio management for businesses and individuals.

Firm Information

Patricia Brondyke 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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Patricia Brondyke’s Registration & Firm History

NC

08/07/2009 - Present

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

MA

05/30/2007 - 02/05/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

CT

07/19/2006 - 05/31/2007

HARTFORD EQUITY SALES COMPANY INC. (SIMSBURY CT)

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Licenses & Designations

IA

Issued 08/29/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2008

Series 7 - General Securities Representative Examination

BC

Issued 07/18/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Ann Brondyke.
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