Robin
Rodriguez
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Robin Rodriguez is a financial advisor based in Pasadena, California, working with Tiaa-Cref Individual & Institutional Services, LLC. Robin has previously held positions at Adp Inc, Adp Broker-Dealer, Inc, Voya, Voya Financial Partners, LLC, Mml Distributors, LLC, Massachusetts Mutual Life Insurance Company, Edward Jones, Mount Saint Mary'S University, Lpl Financial LLC, Global Retirement Partners, LLC, The Prudential Insurance Company Of America, Pruco Securities, LLC, Tiaa, and Tiaa-Cref Individual & Institutional Services, LLC. Robin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Robin is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Pasadena, California. The firm has 147 offices and 1,319 employees. The firm manages assets totaling $34.3 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$34,343,329,152
1,319
72,807
$471,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Robin Rodriguez Work History
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Lpl Financial LLC
Global Retirement Partners, LLC
The Prudential Insurance Company Of America
Pruco Securities, LLC
Edward Jones
Mml Distributors, LLC
Mount Saint Mary'S University
Voya
Voya Financial Partners, LLC
Massachusetts Mutual Life Insurance Company
Adp Inc
Adp Broker-Dealer, Inc
Disclosures
Please visit the SEC profile of Robin Rodriguez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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