Reagan Byrne Blissard

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

• 06/2015 → 01/2018
  Fidelity Brokerage Services Llc
  Houston, TX
• 02/2017 → 01/2018
  Strategic Advisers, Inc.
  Houston, TX
• 02/2018 → Present
  Tiaa
  Centennial, CO
• 02/2018 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Centennial, CO

Previous Registrations

• 2017-02-07 → 2018-02-02
  Strategic Advisers Llc
  Germantown, TN

Other Businesses

(1) SHEPHERD AND WESTHEIMER LLC POSITION: Limited Partner NATURE: Family Limited Partnership with real estate holdings used as rental properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1993 ADDRESS: 463 N Pontotoc St, Houston MS 38851, United States DESCRIPTION: Family Limited Partnership with real estate holdings used as rental properties (2) BLISS MANAGEMENT LLC POSITION: Manager NATURE: Real estate rentals INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/14/2021 ADDRESS: 111 East Washington St, Houston MS 38851, United States DESCRIPTION: Owner of real estate properties to be rented out

Exams

• S66 Uniform Combined State Law Examination
  2017-02-03
• S63 Uniform Securities Agent State Law Examination
  2015-09-25

Other Names

• Reagan C Byrne
• Reagan Colleen Byrne
• Reagan Colleen Blissard