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Rob Ervin Snyder

Tiaa-Cref Individual & Institutional Services, LLC

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About Rob Ervin Snyder

Rob Ervin Snyder is a financial advisor in Jacksonville, FL. Rob has over 20 years of experience in the financial services industry. Rob is a registered representative of TIAA-CREF Individual & Institutional Services, LLC. Rob specializes in providing financial advice to individuals, families, and businesses. Rob has a strong track record of helping clients reach their financial goals. Rob is committed to providing his clients with the highest level of service and expertise. Rob holds the Series 6, 7, 63, and 65 securities licenses. Rob is also a registered Investment Advisor representative in Florida.

Firm Information

Rob Snyder 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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Rob Snyder’s Registration & Firm History

FL

11/12/2020 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Jacksonville FL)

MD

05/27/2009 - 01/20/2011

PNC INVESTMENTS (TIMONIUM MD)

MD

09/01/2006 - 03/17/2009

WACHOVIA SECURITIES, LLC (WESTMINSTER MD)

MD

07/27/1998 - 03/06/2006

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

IA

Issued 11/16/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/21/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rob Ervin Snyder.
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