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Ryan Bruce Murri

Tiaa-Cref Individual & Institutional Services, LLC

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About Ryan Bruce Murri

Ryan Bruce Murri is a financial advisor with over 20 years of experience in the industry. Ryan is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Denver, CO. Ryan has a wide range of experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Ryan has held previous positions with CURIAN CLEARING, LLC, INVESTMENT CENTERS OF AMERICA, INC., MORGAN STANLEY DW INC., and MORGAN STANLEY DEAN WITTER ONLINE INC. Ryan is a licensed Series 63, 66, and 24. Ryan is also a Series 7 and SIE exam holder. Ryan specializes in providing financial planning and portfolio management services.

Firm Information

Ryan Murri 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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Ryan Murri’s Registration & Firm History

CO

02/12/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)

CO

08/03/2017 - 09/07/2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

CO

07/03/2006 - 07/14/2016

CURIAN CLEARING, LLC (DENVER CO)

CO

02/07/2003 - 07/03/2006

INVESTMENT CENTERS OF AMERICA, INC. (DENVER CO)

NY

11/01/2000 - 10/31/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

CA

02/09/2000 - 11/01/2000

MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 05/10/2024

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 06/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/30/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Bruce Murri.
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