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Ronald Darwin Myles

Tiaa-Cref Individual & Institutional Services, LLC

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About Ronald Darwin Myles

Ronald Darwin Myles is a financial professional with over 9 years of experience in the financial services industry. Ronald is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since 2015. Ronald has also previously worked with firms such as Citigroup Global Markets Inc., and J.P. Morgan Securities LLC.

Firm Information

Ronald Myles 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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Ronald Myles’s Registration & Firm History

TX

11/07/2019 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)

TX

07/02/2015 - 03/22/2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

TX

04/15/2014 - 12/31/2014

CITIGROUP GLOBAL MARKETS INC. (MCKINNEY TX)

TX

01/27/2014 - 02/26/2014

J.P. MORGAN SECURITIES LLC (GARLAND TX)

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Licenses & Designations

BC

Issued 01/05/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Darwin Myles.
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