Alexandra Beach

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

• 09/2016 → 11/2016
  Gwm Group Inc
  Miami, FL
• 11/2016 → 05/2017
  Unemployed
  Miami, FL
• 06/2017 → 06/2018
  Brady Financial
  Miami, FL
• 06/2017 → 06/2018
  Investacorp Inc
  Miami, FL
• 02/2019 → 05/2020
  Raymond James & Associates, Inc
  Tampa, FL
• 07/2018 → 08/2018
  Extended Travel
  Heidelberg
• 09/2018 → 09/2018
  Unemployed
  Tampa, FL
• 10/2018 → 11/2018
  Merrill Lynch
  Tampa, FL
• 12/2018 → 01/2019
  Unemployed
  Tampa, FL
• 02/2021 → 05/2021
  Bofa Securities, Inc.
  Colorado Springs, CO
• 06/2020 → 01/2021
  Unemployed
  Unemployed, AZ
• 02/2021 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Colorado Springs, CO
• 02/2023 → Present
  Tiaa
  Highlands Ranch, CO
• 02/2023 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Highlands Ranch, CO
• 02/2022 → 01/2023
  Unemployed
  Colorado Springs, CO

Other Businesses

N/A POSITION: joint owner / landlords NATURE: Managing rental income property with spouse as joint owners/ landlords INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2024 ADDRESS: Home Address, Colorado Springs CO 80925, United States DESCRIPTION: Joint landlord for rental property

Exams

• S66 Uniform Combined State Law Examination
  2026-02-10
• S63 Uniform Securities Agent State Law Examination
  2012-08-20

Other Names

• Alexandra Patricia Maria Schroeder
• Alexandra Rosario
• Alexandra Rosario
• Alexandra Schroeder