Mark Leonard Digangi

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

• 09/2015 → 11/2020
  Tiaa
  Williston, VT
• 09/2015 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Williston, VT
• 11/2020 → 12/2020
  Fedex
  Williston, VT
• 05/2021 → 04/2023
  Jp Morgan Chase Bank, N.A.
  Burlington, VT
• 05/2021 → 04/2023
  J.P. Morgan Securities Llc
  Burlington, VT
• 01/2021 → 04/2021
  Unemployed
  Essex, VT
• 04/2023 → Present
  Tiaa
  Williston, VT
• 04/2023 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Williston, VT

Previous Registrations

• 2021-06-03 → 2023-04-21
  J.P. Morgan Securities Llc
  Boston, MA
  Burlington, VT
  Boston, MA
  Burlington, VT
  Williston, VT
• 2015-09-30 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Williston, VT
• 2013-04-23 → 2015-09-21
  Td Private Client Wealth Llc
  Burlington, VT
  Burlington, VT
  New York, NY
• 2003-04-01 → 2007-02-16
  Keybanc Capital Markets Inc.
  Cleveland, OH
  Burlington, VT
  Burlington, VT
• 1997-09-29 → 2003-02-21
  Morgan Stanley Dw Inc.
  Burlington, VT

Exams

• S66 Uniform Combined State Law Examination
  2013-04-18
• S63 Uniform Securities Agent State Law Examination
  1997-08-29
• S65 Uniform Investment Adviser Law Examination
  1997-08-20

Other Names

• Mark L Digangi
• Mark Leonard Digangi