Katherine Hovey Fox

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

• 01/2013 → Present
  Tiaa
  Chicago, IL
• 01/2013 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Chicago, IL

Previous Registrations

• 2012-07-25 → 2013-02-01
  Alexandria Capital
  Washington, DC
  Arlington, VA
• 2008-05-29 → 2012-04-04
  Capital Management Group Llc
  Washington, DC

Other Businesses

THE ADMIRAL AT THE LAKE FOUNDATION POSITION: Board Member NATURE: The Admiral at the Lake isa continuing care retirement community (CCRC) and a Lifecare community serving those 62 years and older.? INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/26/2023 ADDRESS: 929 W Foster Ave, Chicago IL 60640, United States DESCRIPTION: Board member for the Admiral at the Lake Foundation.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-02-11
• S65 Uniform Investment Adviser Law Examination
  2008-05-19

Other Names

• Katie Fox