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Robert Joseph Fumire

Tiaa-Cref Individual & Institutional Services, LLC

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About Robert Joseph Fumire

Robert Joseph Fumire is a financial professional with over nine years of experience in the industry. Robert is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Robert has previously worked with Empower Financial Services, Inc., GWFS Equities, Inc., and Putnam Retail Management Limited Partnership. Robert holds the Series 63, Series 26, SIE, and Series 7 licenses. Robert is registered to provide financial advice in Colorado, Maine, and North Carolina.

Firm Information

Robert Fumire 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 Fumire’s Registration & Firm History

NC

10/04/2022 - Present

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

CO

11/06/2018 - 10/03/2022

EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

MA

11/17/2016 - 05/04/2017

GWFS EQUITIES, INC. (ANDOVER MA)

MA

01/02/2015 - 10/24/2016

GWFS EQUITIES, INC. (ANDOVER MA)

MA

12/10/2013 - 01/02/2015

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

BC

Issued 01/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joseph Fumire.
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