Krystian M Suber

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

• 02/2020 → 03/2024
  M Financial
  Portland, OR
• 06/2021 → 12/2023
  Kb Financial Partners, Llc
  Princeton, NJ
• 07/2018 → 02/2020
  Massachusetts Mutual
  Tarrytown, NY
• 03/2015 → 07/2018
  Chubb Limited
  Newburgh, NY
• 09/2022 → 03/2024
  Onedigital Investment Advisors
  Overland Park, KS
• 02/2020 → 03/2024
  M Holdings Securities, Inc.
  Portland, OR
• 03/2024 → Present
  Tiaa
  Bethesda, MD
• 03/2024 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Bethesda, MD

Previous Registrations

• 2022-09-15 → 2024-03-21
  Onedigital
  Washington, DC
  Overland Park, KS
• 2021-06-21 → 2023-12-31
  Kb Financial Partners, Llc
  Princeton, NJ

Other Businesses

(1) Name: Horizon Edge Realty, LLC Position: President Nature: Real Estate Rental Income property(s). Investment Related: Yes Hours: 5 Securities Trading Hours: 0 Start Date: 07/03/2023 Address: 2810 N. Church Street, PMB 225578, Wilmington DE 19802, United States Description: Owner/President of rental income property(s) (2) KRYSTIAN SUBER POSITION: Owner NATURE: Rental property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: Home Address, Washington DC 20003, United States DESCRIPTION: Collecting rent and maintaining rental property

Exams

• S66 Uniform Combined State Law Examination
  2021-06-17

Other Names

• Krystian M Suber
• Krystian Suber