Bridget Dyan Keefer

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

• 06/2012 → 05/2021
  Lincoln Investment
  Wyncote, PA
• 06/2021 → 02/2023
  Morgan Stanley
  San Diego, CA
• 05/2011 → 05/2021
  Mammini Company
  San Diego, CA
• 02/2023 → Present
  Tiaa
  San Francisco, CA
• 02/2023 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  San Francisco, CA

Previous Registrations

• 2021-06-22 → 2023-03-02
  Morgan Stanley
  San Diego, CA
• 2015-07-22 → 2021-05-25
  Lincoln Investment
  San Diego, CA
  Woodland Hills, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-07-17

Other Names

• Bridget Dyan Jordan
• Bridget Keefer
• Bridget Dyan Keefer
• Bridget D Keefer