Joel Chery

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

• 03/2013 → 12/2016
  Morgan Stanley
  Purchase, NY
• 02/2017 → 09/2019
  Wells Fargo Clearing Services Llc.
  Wellesley, MA
• 09/2019 → 09/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 09/2023 → Present
  Tiaa
  Chicago, IL
• 09/2023 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Chicago, IL

Previous Registrations

• 2019-10-14 → 2023-09-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Bloomfield Hills, MI
  Farmington Hills, MI
  Chicago, IL
  Chicago, IL
• 2017-02-10 → 2019-09-18
  Wells Fargo Clearing Services, Llc
  Wellesley, MA
  Glastonbury, CT
• 2013-03-15 → 2017-01-06
  Morgan Stanley
  Purchase, NY
  Purchase, NY
  Wellesley, MA
  Purchase, NY
• 2006-11-03 → 2013-03-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westborough, MA

Other Businesses

(1) HARBOR YACHTS POSITION: Owner NATURE: Providing a structure for for fractional boat leases INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 82 Wendell Ave STE 100, Pittsfield MA 01201, United States DESCRIPTION: As the owner focused on operations running the business. (2) CJC PROPERTIES AND RENTALS LLC POSITION: Owner NATURE: Residential Real Estate Rentals INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 82 Wendell St, Suite 100, Pittsfield MA 01201, United States DESCRIPTION: as owner I review the numbers periodically, and consult with property manager once per month (3) Name: St. Bernard's High School Position: Board Member Nature: quarterly meetings to discuss the school Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 02/01/2021 Address: 45 Harvard St, Fitchburg MA 01420, United States Description: As a member of the board we strive to ensure the school delivers on its mission to provide quality catholic education.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-02