Stacy Marie Linneman

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
  Philadelphia, PA
• 12/2013 → 06/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Philadelphia, PA
• 05/2025 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Philadelphia, PA

Previous Registrations

• 2014-01-06 → 2018-06-20
  Tiaa-Cref Individual & Institutional Services, Llc
  Philadelphia, PA
• 2008-07-17 → 2013-12-04
  Ast Investment Services, Inc.
  Drescher, PA
• 2005-01-25 → 2008-06-27
  Lincoln Financial Distributors, Inc.
  Radnor, PA
  Philadelphia, PA
• 2003-02-12 → 2004-07-21
  Hirtle & Co., Llc
  West Conshohocken, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-04-07
• S65 Uniform Investment Adviser Law Examination
  2003-01-02

Designations

• Certified Financial Planner

Other Names

• Stacy Marie Linneman
• Stacy M Linneman