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Matthew James Mulholland

Tiaa-Cref Individual & Institutional Services, LLC

Newtown, PA

Yardley, PA

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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
VT RA APPROVED 2026-01-23
AL RA APPROVED 2026-01-22
TX RA APPROVED 2025-10-30
PA RA APPROVED 2025-06-25
  • VT RA
    APPROVED
    Since 2026-01-23
  • AL RA
    APPROVED
    Since 2026-01-22
  • TX RA
    APPROVED
    Since 2025-10-30
  • PA RA
    APPROVED
    Since 2025-06-25

Branch Locations

41 University Drive, Suite 400 Office 423, 427, 439, 442, Newtown, PA 18940 • United States

Yardley, PA • 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
Managed Account Advisors Llc Jersey City NJ 08/2014 04/2017
Hotaling Investment Management, Llc Wayne PA 06/2017 03/2018
Tiaa Newtown PA 06/2022 Present
Tiaa-Cref Individual & Institutional Services, Llc Newtown PA 06/2025 Present
Glenmede Philadelphia PA 03/2018 01/2022
Mercatus Yardley PA 01/2022 05/2022
  • 08/2014 → 04/2017
    Managed Account Advisors Llc
    Jersey City, NJ
  • 06/2017 → 03/2018
    Hotaling Investment Management, Llc
    Wayne, PA
  • 06/2022 → Present
    Tiaa
    Newtown, PA
  • 06/2025 → Present
    Tiaa-Cref Individual & Institutional Services, Llc
    Newtown, PA
  • 03/2018 → 01/2022
    Glenmede
    Philadelphia, PA
  • 01/2022 → 05/2022
    Mercatus
    Yardley, PA
Previous Registrations
  • 2017-06-14 → 2019-01-29
    Hotaling Investment Management, Llc
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-10
  • S65 Uniform Investment Adviser Law Examination
    2017-05-10
Designations
Other Names
  • Matt Mulholland

View on SEC IAPD

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