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William Michael Satkevich

Tiaa-Cref Individual & Institutional Services, LLC

Centerville, MA

Hyannis, MA

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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-02
  • MA RA
    APPROVED
    Since 2026-07-02

Branch Locations

Centerville, MA • United States

100 Independence Drive Offices 109,112, Hyannis, MA 02601 • 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
Mcadam Llc Boston MA 05/2018 07/2019
The Cape Cod Five Cents Savings Bank Orleans MA 05/2018 07/2018
The Cape Cod Five Cents Savings Bank Orleans MA 05/2017 08/2017
Bentley University Waltham MA 09/2014 05/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 08/2019 06/2026
Tiaa Hyannis MA 06/2026 Present
Tiaa-Cref Individual & Institutional Services, Llc Hyannis MA 06/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-08
S65 Uniform Investment Adviser Law Examination 2018-07-26
  • S66 Uniform Combined State Law Examination
    2019-10-08
  • S65 Uniform Investment Adviser Law Examination
    2018-07-26
Other Names
  • William Michael Satkevich
  • Bill Michael Satkevich
  • William Satkevich
  • William Michael Satkevich

View on SEC IAPD

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