Juan Alfonso Loureiro

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

• 02/2009 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Palm Beach Gardens, FL
• 02/2009 → Present
  Tiaa
  Palm Beach Gardens, FL

Previous Registrations

• 2004-10-20 → 2009-02-11
  Banc Of America Investment Services, Inc.
  Scarsdale, NY
  Scarscale, NY
• 2004-10-14 → 2004-10-20
  Quick & Reilly, Inc.
  Forest Hills, NY
• 2004-07-12 → 2004-09-30
  Quick & Reilly, Inc.
  White Plains, NY

Other Businesses

(1) JUNIOR ACHIEVEMENT POSITION: Board Member NATURE: Junior Achievement's mission is to inspire & prepare young people to succeed. The inspiration piece comes from community volunteers who not only deliver our lessons, but share their experience. In the process, these volunteers serve as role models helping to positively impact young people's perceptions about the importance of education, as well as critical life skills. Preparation involves our proven lessons that promote financial capability, work & career readiness, and business ownership. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2022 ADDRESS: 700 S Rosemary Ave Ste 04-105, West Palm Beach FL 33401, United States DESCRIPTION: Chairman of the Board, Serves as the contact point for individual board members on board issues. Works with the board and chief executive to set strategy, goals, & objectives for the board and ensures that they are met. Ensures that all board members are involved in committee activities & assigns committee chairs. Motivates board members to attend meetings & actively participate. Encourages evaluations of the chief executive. Raises contributed income & support development efforts. Maintains visibility in the community. (2) JUNIOR ACHIEVEMENT OF THE PALM BEACHES POSITION: Board Chair NATURE: Volunteer delivered kindergarten through 12th grade programs to foster work readiness, entrepreneurship and financial literacy skills. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2022 ADDRESS: 700 S Rosemary Ste 204, West Palm Beach FL 33401, United States DESCRIPTION: Oversee the board, run meetings (3) THE STANDARD PATH POSITION: Owner NATURE: Focused on youth development, leadership, & character education in my community. Purpose: Provide mentorship, workshops, & educational resources to help young people develop leadership skills, personal responsibility, & strong character foundations Structure: formal nonprofit, , LLC, Location: Local community centers, schools, online platform Duration: Ongoing project Marketing/Promotion: social media, word of mouth Financial Aspects: Revenue model: Free community service Expected annual income: Zero Use of personal funds: It will cost me under 2,000 to get materials INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2025 ADDRESS: Home Address, Palm Beach Gardens FL 33418, United States DESCRIPTION: Provide mentorship, workshops, and educational resources to help young people develop leadership skills, personal responsibility, and strong character foundations (4) LOUREIRO CONSULTING LLC POSITION: Owner NATURE: Loureiro Consulting LLC is a personal consulting entity through which I engage in professional development & community enrichment activities, including delivering TED Talks, serving as volunteer for Junior Achievement, and providing guest lectures at educational institutions. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: Home Address, Palm Beach Gardens FL 33418, United States DESCRIPTION: In my role with Loureiro Consulting LLC, I serve in several volunteer & speaking capacities focused on professional development, financial literacy, & community education. As Board Chairman for Junior Achievement, I provide strategic oversight & governance leadership for the organization, supporting its mission to empower young people with financial literacy & workforce readiness skills. Through TED Talks & guest lecture engagements, I share professional insights & expertise on relevant topics with academic and community audiences.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-06
• S63 Uniform Securities Agent State Law Examination
  2000-07-03

Other Names

• Al Loureiro