Kenny Nhu Truong

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

• 07/2016 → 05/2019
  Cuso Financial Services, Lp
  San Diego, CA
• 12/2019 → 06/2024
  Wells Fargo Clearing Services, Llc
  Georgetown, TX
• 05/2019 → 12/2019
  Unemployed
  Pflugerville, TX
• 08/2024 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 08/2024 → Present
  Tiaa
  Frisco, TX
• 07/2024 → 07/2024
  Unemployed
  Frisco, TX

Previous Registrations

• 2019-12-11 → 2024-06-21
  Wells Fargo Clearing Services, Llc
  Austin, TX
  Georgetown, TX
  Austin, TX
  Plano, TX
  Georgetown, TX
  Austin, TX
  Frisco, TX
• 2016-07-25 → 2019-05-20
  Cuso Financial Services, L.P.
  Cedar Park, TX
  San Diego, CA
  Austin, TX
  Round Rock, TX
  Austin, TX
  Austin, TX
  Austin, TX
• 2014-01-06 → 2016-07-20
  Wells Fargo Clearing Services, Llc
  Austin, TX
  Austin, TX
  San Antonio, TX
  Austin, TX
  Austin, TX
• 2006-01-24 → 2006-09-14
  Wells Fargo Investments, Llc
  Carrollton, TX
  Denton, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-24
• S66 Uniform Combined State Law Examination
  2006-01-22

Other Names

• Phuc Nhu Truong
• Kenny Truong
• Kenny N Truong