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Mazin Ali Hakim

Tiaa-Cref Individual & Institutional Services, LLC

Roseland, NJ

Whippany, NJ

CRD 6680051

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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:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-08-25
NJ RA APPROVED 2018-10-05
  • VT RA
    APPROVED
    Since 2025-08-25
  • NJ RA
    APPROVED
    Since 2018-10-05

Branch Locations

5 Becker Farm Road Suite 140, Roseland, NJ 07068 • United States

Whippany, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Pittsburgh PA 07/2016 05/2017
Pnc Bank Cedar Knolls NJ 01/2015 09/2018
Pnc Investments Pittsburgh PA 07/2016 09/2018
Tiaa Roseland NJ 09/2018 Present
Tiaa-Cref Individual & Institutional Services, Llc Roseland NJ 09/2018 Present
  • 07/2016 → 05/2017
    Pnc Investments
    Pittsburgh, PA
  • 01/2015 → 09/2018
    Pnc Bank
    Cedar Knolls, NJ
  • 07/2016 → 09/2018
    Pnc Investments
    Pittsburgh, PA
  • 09/2018 → Present
    Tiaa
    Roseland, NJ
  • 09/2018 → Present
    Tiaa-Cref Individual & Institutional Services, Llc
    Roseland, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-01
  • S66 Uniform Combined State Law Examination
    2017-05-01
Other Names
  • Mazin Hakim
  • Mazin Ali Hakim

View on SEC IAPD

Nearby Firms

KENSINGTON FINANCIAL ADVISORS LLC
DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC
EMPOWERED RETIREMENT, INC.

Nearby Investors

DAVID A. FUHRMAN
CHERYL LEE WERBELOFF
JOHN PETER PAPA

Nearby Offices

KENSINGTON FINANCIAL ADVISORS LLC · ROSELAND, NJ
DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC · ROSELAND, NJ
EMPOWERED RETIREMENT, INC. · ROSELAND, NJ

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