Alexandra Suzanne Shanafelt

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

• 03/2016 → 06/2017
  Sarah Ogle (Axa Advisors, Llc)
  Fort Worth, TX
• 06/2014 → 10/2017
  Tgi Friday's
  Dfw Airport, TX
• 06/2017 → 08/2019
  Axa Advisors, Llc
  New York, NY
• 12/2021 → 02/2024
  Vanguard Marketing Corporation
  Dallas, TX
• 12/2020 → 12/2021
  Nova 401(K) Associates
  Dallas, TX
• 01/2020 → 11/2020
  Honeybee Facial Studio
  Addison, TX
• 09/2019 → 12/2019
  Unemployed
  Carrollton, TX
• 08/2015 → 08/2017
  University Of North Texas
  Denton, TX
• 02/2022 → 02/2024
  Vanguard Advisers, Inc.
  Dallas, TX
• 08/2024 → Present
  Tiaa
  Frisco, TX
• 08/2024 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 03/2024 → 07/2024
  Ess
  The Colony, TX
• 10/2017 → 08/2019
  Equitable Financial Life Insurance Co.
  New York, NY

Previous Registrations

• 2022-02-09 → 2024-02-14
  Vanguard Advisers, Inc.
  Scottsdale, AZ
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-02-08
• S63 Uniform Securities Agent State Law Examination
  2017-10-27

Other Names

• Alexandra Shanafelt
• Alexandra Suzanne Shanafelt
• Alexandra S Shanafelt