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Timothy Montillano Salunga

Tiaa-Cref Individual & Institutional Services, LLC

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About Timothy Montillano Salunga

Timothy Salunga is a financial advisor with Tiaa-cref Individual & Institutional Services, LLC. Timothy has been in the financial services industry since 2011. Timothy is registered to provide investment advice in California, Colorado, Connecticut, Florida, Maryland, Nevada, New Jersey, New York, Oregon, Pennsylvania, Texas, and Washington. Timothy is also a registered representative with FINRA.

Firm Information

Timothy Salunga 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 Salunga’s Registration & Firm History

CA

12/15/2016 - Present

Tiaa-Cref Individual & Institutional Services, LLC (PALO ALTO CA)

CA

01/02/2013 - 01/15/2014

TD AMERITRADE, INC. (SAN FRANCISCO CA)

CA

09/29/2011 - 12/20/2012

FIDELITY BROKERAGE SERVICES LLC (WALNUT CREEK CA)

CA

10/12/2010 - 08/24/2011

SCOTTRADE, INC. (ELK GROVE CA)

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Licenses & Designations

BC

Issued 12/30/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/12/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/19/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Timothy Montillano Salunga. Review regulatory record here.
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