Daniel David Samson

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

• 04/2012 → Present
  Tiaa
  Waltham, MA
• 04/2012 → Present
  Tiaa Individual & Institutional Services, Llc
  Waltham, MA

Previous Registrations

• 2002-12-10 → 2012-04-26
  Valic Financial Advisors, Inc.
  Falmouth, ME
  Burlington, MA
  Falmouth, ME
• 2002-08-08 → 2002-08-29
  Waddell & Reed
  Portsmouth , NH

Exams

• S66 Uniform Combined State Law Examination
  2002-07-31
• S63 Uniform Securities Agent State Law Examination
  2000-03-10