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Scott J Rethford

Tiaa-Cref Individual & Institutional Services, LLC

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About Scott J Rethford

Scott Rethford is a financial professional with Tiaa-cref Individual & Institutional Services, LLC. Scott is registered with the state of Nevada and 12 other states, and has been active in the financial industry since September 1, 2022. Scott is a general securities representative and holds the Series 7TO, Series 63, and SIE licenses. Scott is a registered representative with FINRA and has been active in the industry for less than two years. Scott specializes in helping individuals and businesses with their financial planning needs, particularly in the areas of investment management, portfolio management, and selection of other advisors. Scott's clients are primarily high-net-worth individuals, but he also works with corporations, individuals, and charitable organizations.

Firm Information

Scott Rethford 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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Scott Rethford’s Registration & Firm History

NV

09/02/2022 - Present

Tiaa-Cref Individual & Institutional Services, LLC (RENO NV)

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Licenses & Designations

BC

Issued 09/22/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott J Rethford.
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