John Angelo Pagliuca

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

• 04/2013 → Present
  Tiaa
  Andover, MA
• 07/2025 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Andover, MA

Previous Registrations

• 2010-09-29 → 2012-12-21
  Boston Advisors, Llc
  Boston, MA

Other Businesses

(1) Name: Marian Manor Position: Board member Nature: Assisted living for the aged and infirmed. Operated by the Carmelite Sisters for the Ages and Infirmed. Skilled nursing, memory care, rehab. Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 06/01/2000 Address: 130 Dorchester St, Boston MA 02127, United States Description: Participate in board meetings, listen to department presentations and reports from administrative staff (2) Name: Saint Patrick's Manor Position: finance committee Nature: Nursing care for the aged and infirmed run by the Carmelite Sisters of the aged and infirmed. Skilled nursing, rehab, memory care, assisted living. Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 06/01/2000 Address: 863 Central St, Framingham MA 01701, United States Description: participate in meetings of the finance committee, review financial statements (3) Name: Carmel Terrace Position: finance committee Nature: Assisted living, non profit, operated by the Carmelite sisters for the aged and infirmed. Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 06/01/2000 Address: 933 Central St, Framingham MA 01701, United States Description: participate in finance committee meeting, review financial statements

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-11
• S63 Uniform Securities Agent State Law Examination
  2010-10-20

Other Names

• John Angelo Pagliuca
• John Pagliuca