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Travis John Mayberry

Tiaa-Cref Individual & Institutional Services, LLC

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About Travis John Mayberry

Travis Mayberry is a financial advisor who has been in the industry since 2000. He is currently registered with TIAA-CREF Individual & Institutional Services, LLC, in Boulder, CO. Travis has a wide range of experience in the financial services industry, having worked with firms such as Fidelity Brokerage Services LLC, Sanctuary Securities LLC, UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Travis Mayberry 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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Travis Mayberry’s Registration & Firm History

CO

11/16/2022 - Present

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

CO

04/17/2015 - 09/07/2022

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

CO

10/29/2012 - 03/02/2015

SANCTUARY SECURITIES LLC (GREENWOOD VILLAGE CO)

CO

05/31/2006 - 10/23/2012

UBS FINANCIAL SERVICES INC. (DENVER CO)

CO

08/01/2000 - 04/26/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LITTLETON CO)

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Licenses & Designations

BOTH

Issued 07/12/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 07/31/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis John Mayberry.
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