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Prince Antonio Bryant

Tiaa-Cref Individual & Institutional Services, LLC

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About Prince Antonio Bryant

Prince Antonio Bryant is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC, based in Charlotte, NC. Prince has been in the industry since 2009 and has experience in a variety of financial services, including investment advisory, brokerage and insurance. Prince has a strong track record of providing financial advice to individuals and families. He is committed to helping clients achieve their financial goals.

Firm Information

Prince Bryant 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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Prince Bryant’s Registration & Firm History

NC

07/01/2021 - Present

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

NC

04/20/2017 - 06/01/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NC

02/20/2014 - 09/29/2016

MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)

NC

01/14/2014 - 07/05/2016

METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)

NC

02/20/2014 - 01/02/2015

NEW ENGLAND SECURITIES (CHARLOTTE NC)

NY

03/14/2013 - 06/26/2013

WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)

NC

07/02/2012 - 10/04/2012

PRINCOR FINANCIAL SERVICES CORPORATION (RALEIGH NC)

NC

06/21/2011 - 06/18/2012

MORGAN STANLEY SMITH BARNEY (DURHAM NC)

NC

07/07/2010 - 01/14/2011

CAROLINA CAPITAL MARKETS, INC. (CHAPEL HILL NC)

NC

10/23/2009 - 07/06/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NC

04/07/2008 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NC

07/23/2007 - 03/20/2008

CAROLINA CAPITAL MARKETS, INC. (CHAPEL HILL NC)

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Licenses & Designations

BOTH

Issued 09/14/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/11/2017

Series 4 - Registered Options Principal Examination

BC

Issued 06/09/2017

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/13/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Prince Antonio Bryant.
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