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William Henry Thorne

Tiaa-Cref Individual & Institutional Services, LLC

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About William Henry Thorne

William Henry Thorne is a financial advisor with over 30 years of experience in the industry. William has been registered with the state of Minnesota since 1987, and has held positions with several firms including Mutual of America Securities Corporation and MetLife Securities Inc. Currently, William is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC, providing investment advice to individuals, businesses, and charitable organizations. William specializes in financial planning, portfolio management, and selection of other advisors.

Firm Information

William Thorne 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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William Thorne’s Registration & Firm History

MN

11/05/2013 - Present

Tiaa-Cref Individual & Institutional Services, LLC (BLOOMINGTON MN)

NY

12/17/1998 - 09/12/2005

MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)

NY

01/07/1991 - 09/12/2005

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)

MA

04/27/1987 - 01/04/1991

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/27/1987 - 01/04/1991

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/30/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/23/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2005

Series 7 - General Securities Representative Examination

BC

Issued 04/24/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Henry Thorne.
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