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Robert Ellis Mitchell

Tiaa-Cref Individual & Institutional Services, LLC

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About Robert Ellis Mitchell

Robert Mitchell is an investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Robert has been in the securities industry since 2012. Robert has passed the Series 66, Series 7 and SIE exams. Robert has registered in 19 states, and has specialized in investments for high net worth individuals, corporations or other businesses, and individuals other than high net worth. Robert is licensed to provide investment advice in the following states: Arizona, California, Colorado, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia, and Washington.

Firm Information

Robert Mitchell 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 Mitchell’s Registration & Firm History

PA

10/13/2015 - Present

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

PA

11/22/2012 - 09/18/2015

EDWARD JONES (STATE COLLEGE PA)

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Licenses & Designations

BOTH

Issued 12/07/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Ellis Mitchell. Review regulatory record here.
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