Shari Jeanne Rahmlow

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

• 05/2012 → 06/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT
• 06/2023 → Present
  Tiaa
  Hamden, CT
• 06/2023 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Hamden, CT

Previous Registrations

• 2012-05-24 → 2023-06-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westport, CT
  Wesport, CT
  New Canaan, CT
  Wilton, CT
  Westport, CT
  Cranford, NJ
  Stamford, CT
  Stamford, CT
  Darien, CT
  Darien, CT
  Norwalk, CT
  Fairfield, CT
  New Canaan, CT
  New Canaan, CT
  New Canaan, CT
  Fairfield, CT
  Wilton, CT
  Fairfield, CT
  New Haven, CT
  New Haven, CT
  New Haven, CT
  New Haven, CT
  New Haven, CT
  New Haven, CT
  New Haven, CT
  New Haven, CT
  Stamford, CT
  New Haven, CT
• 2009-12-04 → 2012-04-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fairfield, CT

Exams

• S66 Uniform Combined State Law Examination
  2009-12-03
• S63 Uniform Securities Agent State Law Examination
  2002-05-17

Other Names

• Shari Jeanne Rahmlow
• Shari J Rahmlow