Kellen Suzuki Hirayama

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

• 08/2018 → 05/2021
  Chapman University Institutional Research & Decision Support
  Orange, CA
• 10/2017 → 03/2020
  Chapman University Women's Basketball Team
  Orange, CA
• 06/2020 → 08/2020
  R&M Reyes Enterprise
  Halawa, HI
• 02/2022 → 03/2025
  Fidelity Personal And Workplace Advisors
  Brea, CA
• 08/2015 → 05/2017
  Rolling Hills Prepratory
  Torrance, CA
• 05/2017 → 08/2017
  Unemployed
  Torrance, CA
• 06/2021 → 02/2026
  Fidelity Brokerage Services Llc
  Brea, CA
• 03/2025 → 02/2026
  Strategic Advisers Llc
  Brea, CA
• 02/2026 → Present
  Tiaa
  New York, NY
• 02/2026 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY

Previous Registrations

• 2025-03-31 → 2026-03-05
  Strategic Advisers Llc
  Torrance, CA
  Brea, CA
  Boston, MA
• 2022-03-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Brea, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-09
• S63 Uniform Securities Agent State Law Examination
  2021-10-28

Other Names

• Kellen Suzuki Hirayama
• Kellen Hirayama