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Stephen Charles Janak

Tiaa-Cref Individual & Institutional Services, LLC

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About Stephen Charles Janak

Stephen Janak is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC. Stephen has over 20 years of experience in the financial services industry. Stephen is licensed to provide investment advisory services in the state of Texas and also has Series 6, 7, 63 and 65 licenses. Stephen is dedicated to providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Stephen Janak 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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Stephen Janak’s Registration & Firm History

TX

07/20/2017 - Present

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

NY

11/05/2001 - 05/02/2005

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)

NY

11/05/2001 - 05/02/2005

MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)

CA

05/30/2000 - 10/31/2001

ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)

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Licenses & Designations

IA

Issued 08/22/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2005

Series 7 - General Securities Representative Examination

BC

Issued 05/27/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Charles Janak.
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