Shaun Gabriel Samuels

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

• 06/2018 → 08/2023
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 07/2016 → 05/2017
  Burger Lounge
  Culver City, CA
• 01/2018 → 10/2018
  White Lodging
  Indianapolis, IN
• 08/2014 → 05/2018
  Indiana University
  Bloomington, IN
• 06/2018 → 08/2023
  Charles Schwab Bank, Ssb
  Phoenix, AZ
• 08/2023 → 07/2024
  J.P. Morgan Securities Llc
  Phoenix, AZ
• 08/2023 → 07/2024
  Jpmorgan Chase Bank, N.A.
  Phoenix, AZ
• 10/2014 → 12/2017
  Indiana University Residential Programming And Services
  Bloomington, IN
• 07/2024 → Present
  Tiaa
  Phoenix, AZ
• 07/2024 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Phoenix, AZ

Previous Registrations

• 2023-08-09 → 2024-07-18
  J.P. Morgan Securities Llc
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
• 2019-04-08 → 2023-07-31
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Lake Oswego, OR
  Phoenix, AZ

Other Businesses

SHAUN SAMUELS RENTAL POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2024 ADDRESS: 7777 East Main St, Unit 242, Scottsdale AZ 85251, United States DESCRIPTION: Property Owner

Exams

• S66 Uniform Combined State Law Examination
  2019-04-08

Other Names

• Shaun Samuels
• Shaun Gabriel Samuels
• Shaun G Samuels