Sheryl
Curtis
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Sheryl Curtis is a financial advisor based in Albuquerque, New Mexico, working with Tiaa-Cref Individual & Institutional Services, LLC. Sheryl has previously held positions at Suntrust Investment Services, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Pnc Investments LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Cetera Investment Advisers LLC, Enterprise Bank & Trust, and Cetera Investment Services LLC. Sheryl has passed the Series 66 regulatory exam and is registered to provide services in New Mexico. Currently, Sheryl is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Albuquerque, New Mexico. 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.
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Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Sheryl Curtis Work History
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Pnc Investments LLC
Cetera Investment Advisers LLC
Enterprise Bank & Trust
Cetera Investment Services LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Suntrust Investment Services
Disclosures
Please visit the SEC profile of Sheryl Curtis 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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