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Priya Darshanie davie Jagdeo

Tiaa-Cref Individual & Institutional Services, LLC

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About Priya Darshanie davie Jagdeo

Priya Jagdeo is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Priya has been in the financial services industry since 2017. Priya is registered to offer securities and investment advisory services in 51 states. Priya specializes in working with high-net-worth individuals, corporations or other businesses, and charitable organizations. Priya earned her Series 6, Series 63, Series 65, and SIE licenses. Priya previously worked for SECU Brokerage Services and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Priya Jagdeo 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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Priya Jagdeo’s Registration & Firm History

NC

10/03/2023 - Present

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

NY

09/14/2022 - 11/22/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NC

10/17/2017 - 08/03/2022

SECU BROKERAGE SERVICES (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 11/20/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Priya Darshanie davie Jagdeo.
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