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Patrick Joseph Conlon

Tiaa-Cref Individual & Institutional Services, LLC

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About Patrick Joseph Conlon

Patrick Conlon is an investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC. Patrick has been in the securities industry since 1997 and is registered in 14 states and the District of Columbia. He is also a registered investment advisor in Iowa. Patrick specializes in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Patrick Conlon 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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Patrick Conlon’s Registration & Firm History

IA

01/14/2008 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CORALVILLE IA)

FL

02/22/1999 - 04/22/2005

INTERSECURITIES, INC. (ST. PETERSBURG FL)

MN

04/07/1997 - 01/18/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/07/1997 - 01/18/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 01/11/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Joseph Conlon.
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