Amandeep Kaur Somal

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

• 02/2019 → 02/2020
  Td Ameritrade, Inc.
  Saint Louis, MO
• 05/2018 → 02/2019
  Homemaking
  Saint Louis, MO
• 05/2017 → 05/2018
  Screenvision Media
  Chicago, IL
• 02/2014 → 05/2017
  Fay Servicing Llc
  Chicago, IL
• 03/2020 → 11/2023
  Citigroup
  O'FAllon, MO
• 04/2024 → Present
  Tiaa
  Frisco, TX
• 04/2024 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 11/2023 → 04/2024
  Homemaking
  Ponder, TX
• 08/2020 → 11/2023
  Citigroup Global Markets Inc.
  O'FAllon, MO

Previous Registrations

• 2022-02-02 → 2023-11-10
  Citigroup Global Markets Inc.
  Jersey City, NJ
  O'FAllon, MO
  O'FAllon, MO
  San Antonio, TX
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-01-31
• S63 Uniform Securities Agent State Law Examination
  2019-04-25

Other Names

• Aman Somal
• Amy Somal
• Amandeep Kaur Somal
• Amandeep Somal