Nicholas Balmer

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

• 08/2014 → 02/2018
  Scottrade, Inc.
  Gaithersburg, MD
• 02/2018 → 08/2018
  Td Ameritrade, Inc.
  Gaithersburg, MD
• 02/2018 → 08/2018
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 08/2014 → 02/2018
  Scottrade Investment Management
  Gaithersburg, MD
• 08/2018 → Present
  Tiaa
  Bethesda, MD
• 08/2018 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Bethesda, MD

Previous Registrations

• 2018-02-27 → 2018-08-31
  Td Ameritrade, Inc.
  Gaithersburg, MD
• 2018-02-26 → 2018-08-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 2017-01-11 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2012-04-26 → 2014-05-01
  Equitable Advisors, Llc
  Damascus, MD
  Raleigh, NC
  Columbia, MD
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2012-04-17

Other Names

• Nick Balmer
• Nicholas Hitchcock Balmer