Alfonso Aguilar

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

• 09/2015 → 10/2018
  In N Out Burger
  Long Beach, CA
• 09/2007 → 05/2019
  Student
  Long Beach, CA
• 11/2018 → 03/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2018 → 03/2021
  Northwestern Mutual Investment Services, Llc
  Long Beach, CA
• 03/2020 → 03/2021
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 03/2021 → 03/2026
  Guardian Life Insurance Company Of America
  Irvine, CA
• 03/2021 → 03/2026
  Park Avenue Securities Llc
  Irvine, CA
• 03/2026 → Present
  Tiaa
  Pasadena, CA
• 03/2026 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Pasadena, CA

Previous Registrations

• 2021-09-07 → 2026-03-26
  Park Avenue Securities Llc
  Irvine, CA
  El Segundo, CA
  Irvine, CA
  Norwal, CA

Other Businesses

Name: The Aguilar Family Living Trust Position: Trustee Nature: This is a Trust for my parents which I named as successor trustee. Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 09/01/2015 Address: Home Address, Norwalk CA 90650, United States Description: none

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-05
• S63 Uniform Securities Agent State Law Examination
  2019-12-02

Other Names

• Alfonso Aguilar
• Fonzy Aguilar
• Alfonso Aguilar
• Alfonso Aguilar