linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Zachary R. Michael

Tiaa-Cref Individual & Institutional Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Zachary? Claim Your Profile

About Zachary R. Michael

Zachary Michael is an investment advisor representative at TIAA-CREF Individual & Institutional Services, LLC. Zachary has worked in the financial industry for over a decade, and has a strong background in securities and investment advisory services. Zachary's experience includes working with a variety of clients, including high-net-worth individuals, corporations and charitable organizations. Zachary holds the Series 6, Series 7, Series 63 and Series 65 licenses.

Firm Information

Zachary Michael 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Compensation from affiliates

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Zachary Michael’s Registration & Firm History

TX

10/18/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Argyle TX)

WI

06/11/2018 - 01/30/2022

J.P. MORGAN SECURITIES LLC (GREEN BAY WI)

WI

08/19/2014 - 06/05/2018

BMO HARRIS FINANCIAL ADVISORS, INC. (APPLETON WI)

WI

10/01/2012 - 07/18/2014

J.P. MORGAN SECURITIES LLC (GREEN BAY WI)

WI

11/05/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (GREEN BAY WI)

Not sure if Zachary R. Michael is right for you?

Licenses & Designations

IA

Issued 06/10/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/15/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2011

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 R. Michael.
Not sure if Zachary R. Michael is right for you?