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William Patrick Connors

Tiaa-Cref Individual & Institutional Services, LLC

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About William Patrick Connors

William Connors is a financial advisor with over 12 years of experience in the industry. William is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Pennsylvania and has been with the firm since 2013. William has held previous positions with Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney, and Lincoln Investment Planning, Inc. William is a Series 6, 7, and 66 licensed advisor. William specializes in providing financial planning, investment management, and selection of other advisors to high-net-worth individuals, corporations, and charitable organizations.

Firm Information

William Connors 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 Connors’s Registration & Firm History

PA

05/08/2013 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Gilbertsville PA)

PA

11/01/2011 - 04/25/2013

WELLS FARGO ADVISORS, LLC (YARDLEY PA)

PA

02/18/2011 - 10/20/2011

MORGAN STANLEY SMITH BARNEY (BERWYN PA)

PA

11/20/2000 - 04/10/2001

LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)

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Licenses & Designations

BOTH

Issued 03/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2011

Series 7 - General Securities Representative Examination

BC

Issued 11/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Patrick Connors. Review regulatory record here.
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