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Stacey K Martinez

Tiaa-Cref Individual & Institutional Services, LLC

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About Stacey K Martinez

Stacey K Martinez is a financial advisor with over 24 years of experience in the industry. Stacey is a registered representative and investment advisor representative in the state of Texas. Stacey is currently associated with TIAA-CREF Individual & Institutional Services, LLC, and has been with them since January 2012. Stacey has previously held positions with M&T Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stacey specializes in financial planning and portfolio management for individuals, as well as selecting other advisors for clients.

Firm Information

Stacey Martinez 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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Stacey Martinez’s Registration & Firm History

TX

09/16/2013 - Present

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

NY

06/04/2001 - 06/04/2007

M&T SECURITIES, INC. (DEWITT NY)

NY

12/14/1998 - 06/05/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/07/2007

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/05/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/07/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stacey K Martinez. Review regulatory record here.
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