Michael Gobbato

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

• 03/2013 → 05/2019
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 03/2013 → 05/2019
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 05/2019
  Usaa Investment Management Company
  San Antonio, TX
• 05/2019 → 07/2024
  Morgan Stanley
  Scottsdale, AZ
• 05/2019 → 07/2024
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2024 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Phoenix, AZ
• 07/2024 → Present
  Tiaa
  Phoenix, AZ

Previous Registrations

• 2019-06-04 → 2024-07-11
  Morgan Stanley
  Scottsdale, AZ
• 2018-01-08 → 2019-05-30
  Usaa Investment Services Company
  San Antonio, TX
• 2014-05-27 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ

Other Businesses

Name: Ambitious Stryk LLC Position: COO Nature: soccer clothing vendor at a soccer tournament that is hosted every New Year's Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 06/16/2015 Address: 15249 n 99th ave, sun city AZ 85351, United States Description: help get shirts and jerseys to our printer and then to the tournament

Exams

• S66 Uniform Combined State Law Examination
  2014-05-12
• S63 Uniform Securities Agent State Law Examination
  2008-10-16

Other Names

• Michael G Gobbato