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Timothy Daniel Black

Tiaa-Cref Individual & Institutional Services, LLC

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About Timothy Daniel Black

Timothy Daniel Black is a Registered Representative and Investment Advisor Representative, with over four years of experience in the financial services industry. Timothy is associated with Tiaa-cref Individual & Institutional Services, LLC in Denver, CO and is registered with the state of Colorado. Timothy has passed the Series 7TO, Series 66 and SIE exams. Timothy has specialized in providing financial planning services and managing investment portfolios for individuals and families. Timothy's experience includes working for TIAA, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and Kenyon College. Timothy has expertise in developing and implementing customized financial plans for clients with a range of needs.

Firm Information

Timothy Black 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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Timothy Black’s Registration & Firm History

CO

10/21/2019 - Present

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

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Licenses & Designations

BOTH

Issued 10/21/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Daniel Black.
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