Rachel Anne Fiedler

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → Present
  Tiaa
  Latham, NY
• 04/2014 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Latham, NY

Previous Registrations

• 2010-09-23 → 2010-12-31
  Lpl Financial Llc
  Watervliet, NY
  East Greenbush, NY
• 2008-01-30 → 2010-09-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Albany, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-04
• S66 Uniform Combined State Law Examination
  2008-01-28
• S63 Uniform Securities Agent State Law Examination
  2003-05-17

Other Names

• Rachel Anne Dorr
• Rachel A Dorr
• Rachel A Fiedler