Brett William Boudreaux

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

• 01/2016 → Present
  Tiaa
  Frisco, TX
• 01/2016 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX

Previous Registrations

• 2012-10-01 → 2016-01-05
  J.P. Morgan Securities Llc
  Ft. Worth, TX
  Bedford, TX
  Southlake, TX
• 2009-10-21 → 2012-10-01
  Chase Investment Services Corp.
  Ft. Worth, TX
• 2008-07-17 → 2009-10-26
  Td Ameritrade, Inc.
  Westlake, TX
  Fort Worth, TX
• 2008-07-17 → 2009-10-26
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Other Businesses

(1) FARM TOWN FRENCHIES LLC POSITION: Member Manager NATURE: Animal Breeding INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/26/2021 ADDRESS: Home Address, Maypearl TX 76064, United States DESCRIPTION: To Breed and sell French bulldogs (2) DOOR DASH POSITION: contractor NATURE: Food Delivery INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 09/28/2023 ADDRESS: 303 2nd Street, San Fransisco CA 94103, United States DESCRIPTION: Food Delivery

Exams

• S66 Uniform Combined State Law Examination
  2008-07-16
• S63 Uniform Securities Agent State Law Examination
  2005-10-06

Other Names

• Brett Boudreaux