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John Michael Schuler

Tiaa-Cref Individual & Institutional Services, LLC

Waltham, MA

Hadley, MA

Westford, MA

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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-08-25
MA RA APPROVED 2022-09-13
  • VT RA
    APPROVED
    Since 2025-08-25
  • MA RA
    APPROVED
    Since 2022-09-13

Branch Locations

225 Wyman Street, Waltham, MA 02451 • United States

380 Russell Street, Hadley, MA 01035 • United States

Westford, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Amherst MA 08/2014 11/2020
Tiaa Amherst MA 08/2014 11/2020
Charles Schwab & Co., Inc. Burlington MA 11/2020 08/2022
Charles Schwab Bank, Ssb Burlington MA 11/2020 08/2022
Tiaa Waltham MA 08/2022 Present
Tiaa-Cref Individual & Institutional Services, Llc Waltham MA 08/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-07
S63 Uniform Securities Agent State Law Examination 2013-02-18
  • S66 Uniform Combined State Law Examination
    2016-07-07
  • S63 Uniform Securities Agent State Law Examination
    2013-02-18
Other Names
  • John M Schuler
  • John Michael Schuler
  • John Schuler

View on SEC IAPD

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