Best Investors Account Sign in
Inactive

Tyler James Somodi

Tiaa-Cref Individual & Institutional Services, LLC

Philadelphia, PA

Philadelphia, PA

Claim This Profile
Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-01
  • PA RA
    APPROVED
    Since 2025-12-01

Branch Locations

1700 Market Street 32Nd Floor/Suite 3222, Philadelphia, PA 19103 • United States

Philadelphia, PA • 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
Tiaa Philadelphia PA 02/2023 Present
Tiaa-Cref Individual & Institutional Services, Llc Philadelphia PA 07/2025 Present
Litmus Boston MA 06/2022 11/2022
Rocket Mortgage Detroit MI 03/2020 05/2022
Wvu Dining Morgantown WV 01/2019 05/2019
Philly Pretzel Factory Morgantown WV 03/2018 05/2018
West Virginia University Morgantown WV 01/2016 12/2019
  • 02/2023 → Present
    Tiaa
    Philadelphia, PA
  • 07/2025 → Present
    Tiaa-Cref Individual & Institutional Services, Llc
    Philadelphia, PA
  • 06/2022 → 11/2022
    Litmus
    Boston, MA
  • 03/2020 → 05/2022
    Rocket Mortgage
    Detroit, MI
  • 01/2019 → 05/2019
    Wvu Dining
    Morgantown, WV
  • 03/2018 → 05/2018
    Philly Pretzel Factory
    Morgantown, WV
  • 01/2016 → 12/2019
    West Virginia University
    Morgantown, WV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-01
  • S65 Uniform Investment Adviser Law Examination
    2025-12-01

View on SEC IAPD

Other Firms

GLENMEDE INVESTMENT MANAGEMENT, LP
CLARK CAPITAL MANAGEMENT GROUP INC
GLOBAL ADVISERS, LLC
BIOPHY CAPITAL MANAGEMENT LLC
VERITABLE FINANCIALS LLC
CHARLES SCHWAB & CO., INC.
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC

Other Investors

JASON DOUGLAS PRIDE
SEAN EDWARD HERON
MICHAEL CRAVENS CROW
Adam Mark Conish
VICTOR TRAN
Eric Jason Richman
Mark Fleming
Christopher J Nixon

Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

More in Philadelphia, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor