Kyle Stephen Casella

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

• 12/2013 → Present
  Tiaa
  Roseland, NJ
• 12/2013 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Roseland, NJ

Previous Registrations

• 2012-03-21 → 2013-12-03
  Td Ameritrade, Inc.
  West Marlton, NJ
  Marlton, NJ
• 2012-03-21 → 2013-12-03
  Td Ameritrade Investment Management, Llc
  West Marlton, NJ
  Marlton, NJ
• 2012-02-03 → 2012-03-23
  Msi Financial Services, Inc.
  Somerset, NJ
  Marlton, NJ

Other Businesses

CASELLA HOLDINGS LLC POSITION: Partial owner NATURE: It is a Bodyshop for cars/trucks and other vehicles. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2021 ADDRESS: Home Address, BOONTON TOWNSHIP NJ 07005, United States DESCRIPTION: Casella Holdings LLC will own a percentage of a Maaco Body Shop.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-20
• S63 Uniform Securities Agent State Law Examination
  2010-06-07

Other Names

• Kyle S Casella