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Tyler Leigh Venegas

Tiaa-Cref Individual & Institutional Services, LLC

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About Tyler Leigh Venegas

Tyler Leigh Venegas is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Tyler has been working in the financial industry since 2019 and holds a Series 66 license. Tyler is registered to provide advisory services in 51 states and has a broad range of experience with different types of clients. Prior to working at TIAA-CREF Individual & Institutional Services, LLC, Tyler worked for other well-known firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Vanguard Marketing Corporation.

Firm Information

Tyler Venegas 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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Tyler Venegas’s Registration & Firm History

MA

09/06/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CAMBRIDGE MA)

CA

03/17/2023 - 07/01/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)

AZ

11/11/2020 - 07/22/2022

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

AZ

06/08/2020 - 09/10/2020

USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)

AZ

12/02/2019 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

08/15/2019 - 11/06/2019

AXA ADVISORS, LLC (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 09/05/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tyler Leigh Venegas.
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