Douglas Smith

Douglas Smith is a financial advisor who works in Tampa, Florida, who has 12 years of professional experience. Smith is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Purshe Kaplan Sterling Investments, Mcadam Financial Group, Mcadam, LLC, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Ing. Smith maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida.

Tiaa-Cref Individual & Institutional Services, LLC is a firm that has its headquarters in Tampa, Florida. The investment advisory business has offices in 157 locations and a total of 1,913 people on staff. It handles $31 billion in assets under management among its 76,553 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 35 charities and foundations. Of its 76,553 customer accounts, 61% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC performs a few services, such as financial planning services and portfolio management for individuals and small businesses.

Financial management fees typically vary depending on which services the firm provides the client. However, fees billed by Tiaa-Cref Individual & Institutional Services, LLC likely include some blend of asset-based and other fees.