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Stephanos Vitoratos

Tiaa-Cref Individual & Institutional Services, LLC

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About Stephanos Vitoratos

Stephanos Vitoratos is an Investment Advisor Representative with TIAA-CREF Individual & Institutional Services, LLC. Stephanos has been in the financial industry since 2013. Stephanos has experience at other firms including E*TRADE SECURITIES LLC, TD AMERITRADE, INC., EDWARD JONES, JOSEPH GUNNAR & CO. LLC, and TRIDENT PARTNERS LTD. Stephanos is registered to provide investment advice in New Jersey, New York, and Pennsylvania. Stephanos is a Series 66 and Series 7 licensed representative.

Firm Information

Stephanos Vitoratos 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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Stephanos Vitoratos’s Registration & Firm History

NJ

06/30/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (ROSELAND NJ)

NJ

01/07/2016 - 03/15/2022

E*TRADE SECURITIES LLC (MORRISTOWN NJ)

NY

06/12/2014 - 12/03/2015

TD AMERITRADE, INC. (NEW YORK NY)

NY

08/15/2012 - 04/04/2013

EDWARD JONES (ROCKAWAY PARK NY)

NY

01/18/2011 - 01/27/2012

JOSEPH GUNNAR & CO. LLC (NEW YORK NY)

NY

10/19/2009 - 07/28/2010

TRIDENT PARTNERS LTD. (WOODBURY NY)

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Licenses & Designations

BOTH

Issued 11/09/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanos Vitoratos.
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