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William Warren Lowry

Tiaa-Cref Individual & Institutional Services, LLC

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About William Warren Lowry

William Lowry is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, with over 7 years of experience in the financial industry. William has a Series 7, Series 66 and Series 7TO securities licenses and is registered with the state of Michigan. William is a member of the Grand Rapids Art Museum Foundation Board and has a history of working with individuals and businesses. William specializes in providing financial planning and portfolio management services to high net worth individuals, corporations and charitable organizations. William previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and PNC Financial Services Group / Private Bank.

Firm Information

William Lowry 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 Lowry’s Registration & Firm History

MI

08/06/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Ada MI)

MI

01/25/2017 - 06/30/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)

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Licenses & Designations

BOTH

Issued 08/02/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/19/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Warren Lowry.
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