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Robert Lee Kidd

Tiaa-Cref Individual & Institutional Services, LLC

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About Robert Lee Kidd

Robert Kidd is a financial advisor with over 10 years of experience in the financial services industry. Robert is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Robert has a strong background in investments and financial planning, and is committed to providing personalized advice to help clients achieve their financial goals. Robert is dedicated to building long-term relationships with clients and providing them with the guidance and support they need to make sound financial decisions.

Firm Information

Robert Kidd 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 Kidd’s Registration & Firm History

NC

06/29/2023 - Present

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

NJ

02/17/2022 - 06/26/2023

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NC

04/28/2021 - 01/26/2022

E*TRADE SECURITIES LLC (CHARLOTTE NC)

NC

09/24/2019 - 03/25/2021

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

FL

05/01/2014 - 07/17/2019

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

FL

11/02/2011 - 04/23/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 03/17/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Lee Kidd.
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