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Zachary Isaiah Nichols

Tiaa-Cref Individual & Institutional Services, LLC

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About Zachary Isaiah Nichols

Zachary Isaiah Nichols is a financial professional with over a decade of experience in the industry. Currently, Zachary Nichols is an active Registered Representative for TIAA-CREF Individual & Institutional Services, LLC. Zachary Nichols’ previous roles include positions with J.P. Morgan Securities LLC and Chase Investment Services Corp. Zachary Nichols holds several licenses, including Series 6, Series 63, Series 6TO, and SIE. Zachary Nichols is registered in 51 states, and holds the Uniform Securities Agent State Law Examination. Zachary Nichols is dedicated to providing guidance and support to help clients achieve their financial goals.

Firm Information

Zachary Nichols 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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Zachary Nichols’s Registration & Firm History

CO

07/05/2024 - Present

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

CO

02/20/2015 - 05/20/2015

J.P. MORGAN SECURITIES LLC (AURORA CO)

CO

10/01/2012 - 01/10/2013

J.P. MORGAN SECURITIES LLC (AURORA CO)

CO

12/24/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (AURORA CO)

CO

07/30/2008 - 10/05/2009

CHASE INVESTMENT SERVICES CORP. (CENTENNIAL CO)

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Licenses & Designations

BC

Issued 07/19/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/14/2024

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Isaiah Nichols.
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