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Edilberto Cancel

Tiaa-Cref Individual & Institutional Services, LLC

Tampa, FL

Port Richey, FL

CRD 1839801

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Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-03-18
  • FL RA
    APPROVED
    Since 2016-03-18

Branch Locations

5411 Skycenter Drive Suite 250, Tampa, FL 33607 • United States

Port Richey, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Tampa FL 02/2005 Present
Tiaa Tampa FL 02/2005 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-24
S63 Uniform Securities Agent State Law Examination 1999-03-20
  • S66 Uniform Combined State Law Examination
    2012-05-24
  • S63 Uniform Securities Agent State Law Examination
    1999-03-20
Other Names
  • Eddie Cancel

View on SEC IAPD

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