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Slava S Davidoff

Tiaa-Cref Individual & Institutional Services, LLC

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About Slava S Davidoff

Slava S. Davidoff is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Slava has been in the industry since 2010 and holds the Series 7 and Series 66 securities licenses. Slava has previously worked for Curian Clearing, LLC, Charles Schwab & Co., Inc., and Edward Jones. TIAA-CREF Individual & Institutional Services, LLC is a Registered Investment Advisor with the SEC, providing financial planning, portfolio management for individuals and selection of other advisers. Slava's specialization is in providing financial planning, retirement planning and mutual funds/variable products.

Firm Information

Slava Davidoff 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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Slava Davidoff’s Registration & Firm History

CO

04/13/2016 - Present

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

CO

05/30/2013 - 03/21/2016

CURIAN CLEARING, LLC (DENVER CO)

CO

05/21/2010 - 01/23/2013

CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)

CO

11/13/2009 - 04/26/2010

EDWARD JONES (AURORA CO)

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Licenses & Designations

BOTH

Issued 11/28/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Slava S Davidoff. Review regulatory record here.
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