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Robert Russell Marshall

Tiaa Wealth Investment Management LLC

Charlottesville, VA

Richmond, VA

CRD 2320393

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Employer firm

Tiaa Wealth Investment Management LLC CRD 334925

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Tiaa Wealth Investment Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-10
  • VA RA
    APPROVED
    Since 2025-10-10

Branch Locations

650 Peter Jefferson Parkway, Charlottesville, VA 22911 • United States

Richmond, VA • 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 Charlottesville VA 03/2014 Present
Tiaa Wealth Investment Management Llc Charlottesville VA 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-06
S63 Uniform Securities Agent State Law Examination 2013-04-19
  • S65 Uniform Investment Adviser Law Examination
    2025-10-06
  • S63 Uniform Securities Agent State Law Examination
    2013-04-19
Other Names
  • Rob Marshall
  • Robert Russell Marshall

View on SEC IAPD

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