Patrick Sterling Rowe

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

• 06/2004 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Lewisville, TX
• 06/2004 → Present
  Tiaa
  Lewisville, TX

Previous Registrations

• 2004-06-24 → 2006-11-03
  Tiaa-Cref Trust Company, Fsb
  St. Louis, MO
• 2003-07-31 → 2004-01-30
  Ameriprise Financial Services, Llc
  Denver, CO

Other Businesses

THE AFFLUENT MANNER POSITION: Secretary NATURE: Family venture with goal to create generational opportunity and prosperity through various investments and services. Currently group is working with a company that is developing block chain technology that would be used in the medical field. Our The Affluent Manner (TAM) group includes members in the IT and medical field in which our group provides counselling to this company as the look to implement their technology for usage. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2021 ADDRESS: 5414 Bowser Ave, Dallas TX 75209, United States DESCRIPTION: Our team meets regular to discuss plans to seek opportunities to grow the business. With this business being a family partnership, we review ideas and each provide input related to our business going down specific paths. My role is provide my thoughts on viability of ideas based on my personal views to provide a vote in we make a decision.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-30

Other Names

• P. Sterling Rowe