Ana Maria
Harding

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6598410
Investment Advisor
in Thornton, CO

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About this Advisor

Ana Maria Harding is a financial advisor based in Thornton, Colorado, working with Tiaa-Cref Individual & Institutional Services, LLC. Ana Maria has previously held positions at Verizon Communication, Aurora Community College, Oppenheimerfunds Distributor, Inc, Tiaa, and Tiaa-Cref Individual And Institutional Services, LLC. Ana Maria has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Ana Maria is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Thornton, Colorado. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

Thornton, CO

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$32,676,871,332

CO Average: $7,464,549,021
Total Number of Employees

1,519

CO Average: 88
Total Number of Accounts

73,602

CO Average: 3,892
Average Account Size

$443,967

CO Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ana Maria Harding Work History

2019 - Present (6 years)

Tiaa

2019 - Present (6 years)

Tiaa-Cref Individual And Institutional Services, LLC

2016 - 2019 (3 years)

Oppenheimerfunds Distributor, Inc

2015 - 2015 (< 1 year)

Aurora Community College

1997 - 2015 (18 years)

Verizon Communication

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Ana Maria Harding 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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Marc Coppotelli
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Reece Betcher
Milwaukie, OR
Jaine'Coann Barton
Hamden, CT
Cameron Bristol
Denver, CO
Max Bozymski
Charlotte, NC

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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