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Robert B Cole

Tiaa-Cref Individual & Institutional Services, LLC

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About Robert B Cole

Robert Cole is a registered investment advisor representative who has been in the industry since 2012. Cole has a background in both brokerage and investment advisory work, having previously worked at Park Avenue Securities LLC and Allied Beacon Partners, Inc. He is currently registered with TIAA-CREF Individual & Institutional Services, LLC and is licensed to conduct business in several states, including Pennsylvania, New Jersey, and New York. Cole offers a range of services to clients, including financial planning, portfolio management for individuals, and selection of other advisors. He is a Series 6, 7, 24 and 66 licensed advisor.

Firm Information

Robert Cole 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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Robert Cole’s Registration & Firm History

PA

01/31/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Philadelphia PA)

VA

12/03/2012 - 02/08/2013

ALLIED BEACON PARTNERS, INC. (RICHMOND VA)

NJ

10/28/2011 - 10/04/2012

PARK AVENUE SECURITIES LLC (SHREWSBURY NJ)

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Licenses & Designations

BOTH

Issued 05/02/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/22/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2012

Series 7 - General Securities Representative Examination

BC

Issued 10/27/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert B Cole.
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