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Robert Nicholas Casolaro

Tiaa-Cref Individual & Institutional Services, LLC

Melville, NY

Lynbrook, NY

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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-08-19
NY RA APPROVED 2021-05-25
  • AL RA
    APPROVED
    Since 2025-08-19
  • NY RA
    APPROVED
    Since 2021-05-25

Branch Locations

58 South Service Road Suite 305, Melville, NY 11747 • United States

Lynbrook, NY • 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 Melville NY 01/2014 Present
Tiaa-Cref Individual & Institutional Services, Llc Melville NY 01/2014 Present
Previous Registrations
  • 2012-07-02 → 2013-12-31
    First Allied Advisory Services, Inc.
    Chesterfield, MO
    New York, NY
  • 2008-12-09 → 2012-07-02
    First Allied Securities, Inc.
    New York, NY
    San Diego, CA
    Malverne, NY
    New York, NY
  • 2007-05-18 → 2008-12-09
    First Montauk Securities Corp.
    New York, NY
    New York, NY
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-12
S63 Uniform Securities Agent State Law Examination 1999-03-09
  • S65 Uniform Investment Adviser Law Examination
    2002-07-12
  • S63 Uniform Securities Agent State Law Examination
    1999-03-09

View on SEC IAPD

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