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Stephanie Roberta Rezendes

Tiaa-Cref Individual & Institutional Services, LLC

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About Stephanie Roberta Rezendes

Stephanie Rezendes is a financial professional with extensive experience in the financial services industry. Stephanie has held positions at prominent firms including Signator Investors, Inc., John Hancock Distributors LLC, and Harbor Funds Distributors, Inc. Stephanie currently works at TIAA-CREF Individual & Institutional Services, LLC and is registered with FINRA as a General Securities Representative. Stephanie specializes in financial planning and portfolio management for individuals and provides selection of other advisers as a service to her clients.

Firm Information

Stephanie Rezendes 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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Stephanie Rezendes’s Registration & Firm History

MA

12/14/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Boston MA)

MA

06/08/2021 - 12/06/2023

HARBOR FUNDS DISTRIBUTORS, INC. (BOSTON MA)

MA

11/26/2018 - 05/19/2021

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

11/20/2012 - 11/02/2018

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

01/07/2014 - 12/28/2015

SIGNATOR FINANCIAL SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 08/19/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Roberta Rezendes.
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