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Robert Rolf Chuprevich

Tiaa-Cref Individual & Institutional Services, LLC

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About Robert Rolf Chuprevich

Robert Rolf Chuprevich is a financial professional with over 20 years of experience in the financial services industry. Robert has a broad background in securities and investment advisory, having worked at several prominent firms, including UBS Financial Services Inc. and Wells Fargo Advisors, LLC. Robert is currently registered with TIAA-CREF Individual & Institutional Services, LLC, where Robert provides comprehensive financial planning and investment management services. Robert is committed to helping clients achieve their financial goals.

Firm Information

Robert Chuprevich 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 Chuprevich’s Registration & Firm History

NC

09/05/2017 - Present

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

NC

12/22/2010 - 08/29/2017

UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)

NC

12/01/2010 - 12/13/2010

WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)

NC

01/17/2001 - 01/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 03/25/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Rolf Chuprevich.
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