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Timothy Richard Nolan

Tiaa-Cref Individual & Institutional Services, LLC

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About Timothy Richard Nolan

Timothy Nolan is a financial advisor with over 30 years of experience in the industry. Timothy is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Rhode Island. Previously, Timothy was registered with MFS FUND DISTRIBUTORS, INC. in Massachusetts. Timothy holds the Series 6, 7, 63 and 65 licenses. In addition to his role as a financial advisor, Timothy is also a board member of Multitude Ministries, a non-profit organization that provides food security to Rhode Island residents. Timothy specializes in financial planning, portfolio management, and selection of other advisors.

Firm Information

Timothy Nolan 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 Nolan’s Registration & Firm History

RI

04/04/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (PROVIDENCE RI)

MA

12/07/1994 - 10/13/2022

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

MA

01/25/1993 - 12/31/1994

MFS FINANCIAL SERVICES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 04/12/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Richard Nolan.
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