Hakyun O. Morrissey

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

• 05/2007 → Present
  Tiaa
  Newton, MA
• 05/2007 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Newton, MA

Previous Registrations

• 2004-11-18 → 2007-01-29
  Ryan Beck & Co.
  Boston, MA
  Boston, MA

Other Businesses

FINAL MATTERS LLC POSITION: advisory board member NATURE: The business is an app designed to help individuals and family with task prompts and considerations to simplify, celebrate, and capture life's journey together as a family. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2025 ADDRESS: 131 Continental Drive, Suite 305, Newark DE 19713, United States DESCRIPTION: guide direction of the company

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-18
• S63 Uniform Securities Agent State Law Examination
  2000-01-26

Other Names

• Har G Oh
• Keni Oh
• Hakyun Oh