Whitney Pickering Bullard

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

• 05/2015 → Present
  Tiaa
  Stamford, CT
• 06/2025 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Stamford, CT

Other Businesses

OWNERS OF SOUNDVIEW TOWERS ASSOCIATION POSITION: Treasurer NATURE: Owners of Soundview Towers Association is the Condominium complex in which I live; the Board of Directors manages the employees and building finances. I've joined the Board as of 5/1/26 and will be named Treasurer on 5/4/26. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2026 ADDRESS: 50 Glenbrook Rd, Stamford CT 06902, United States DESCRIPTION: Generally, the responsibilities include: (1) the review and approval of all invoices of the Association, which invoices are then paid by the property manager; (2) preparation of the annual budget for review and approval by the Board of Directors ("Board") and the ratification by owners; (3) at each meetings of the Board, present information regarding expenditures to date and projected expenditures, owner accounts in arrears, and any matters that may have a financial impact upon the Association or the annual budget.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-23

Designations

• Certified Financial Planner

Other Names

• Whitney Winslow Pickering
• Whitney Winslow Pickering