Matthew Brian Haman

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-01-16

Branch Locations

8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States

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

Organization	City	State	From	To
Tiaa-Cref Individual & Institutional Services, Llc	Charlotte	NC	07/2018	Present
Tiaa	Charlotte	NC	07/2018	Present
Lids-Hat World Inc	Myrtle Beach	SC	09/2016	05/2018
Coastal Carolina University	Conway	SC	03/2017	05/2018
Carolina Trust Federal Credit Union	Myrtle Beach	SC	01/2018	05/2018
Coastal Carolina University	Conway	SC	08/2014	05/2018
Unemployed	Utica	NY	06/2018	06/2018

07/2018 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Charlotte, NC
07/2018 → Present

Tiaa

Charlotte, NC
09/2016 → 05/2018

Lids-Hat World Inc

Myrtle Beach, SC
03/2017 → 05/2018

Coastal Carolina University

Conway, SC
01/2018 → 05/2018

Carolina Trust Federal Credit Union

Myrtle Beach, SC
08/2014 → 05/2018

Coastal Carolina University

Conway, SC
06/2018 → 06/2018

Unemployed

Utica, NY

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-16
S63	Uniform Securities Agent State Law Examination	2018-08-20