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Salko Sipic

Tiaa-Cref Individual & Institutional Services, LLC

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About Salko Sipic

Salko Sipic is an investment advisor representative registered with TIAA-CREF Individual & Institutional Services, LLC. Salko has been in the industry since 2018. Salko holds licenses for Series 6, 7TO, 63 and 65 exams. Salko has experience providing financial planning and portfolio management services to individuals, charitable organizations and corporations. Salko was previously registered with OppenheimerFunds Distributor, Inc.

Firm Information

Salko Sipic 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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Salko Sipic’s Registration & Firm History

CO

03/18/2024 - Present

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

CO

02/20/2018 - 08/26/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)

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Licenses & Designations

IA

Issued 03/16/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/2024

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/20/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Salko Sipic.
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