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Peter Michael Garvey

Tiaa-Cref Individual & Institutional Services, LLC

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About Peter Michael Garvey

Peter Michael Garvey is a financial professional with over 20 years of experience in the securities industry. Peter is registered with TIAA-CREF Individual & Institutional Services, LLC and holds a Series 7, Series 55, Series 63, Series 99TO and Series 57TO licenses. Peter specializes in financial planning, portfolio management for individuals, and selection of other advisors. Previously, Peter has worked at J.P. Morgan Securities LLC and Monness Crespi Hardt & Co., Inc.

Firm Information

Peter Garvey 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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Peter Garvey’s Registration & Firm History

TX

05/31/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)

TX

05/10/2022 - 12/19/2023

J.P. MORGAN SECURITIES LLC (Plano TX)

NY

05/08/2000 - 12/17/2021

MONNESS CRESPI HARDT & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/29/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/05/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Michael Garvey.
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