Brandon Lynn French

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

• 10/2014 → 08/2017
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 08/2015 → 08/2017
  Strategic Advisers, Inc.
  Greenwood Village, CO
• 11/2017 → 11/2020
  Tiaa
  Chicago, IL
• 11/2017 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Chicago, IL
• 08/2017 → 11/2017
  Unempoyed
  Chicago, IL
• 11/2020 → 05/2021
  Unemployed
  Chicago, IL
• 05/2021 → 08/2022
  Personal Capital Advisors Corporation
  Austin, TX
• 06/2024 → Present
  Tiaa
  Phoenix, AZ
• 06/2024 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Phoenix, AZ
• 09/2023 → 05/2024
  University Of Texas At Austin
  Austin, TX
• 09/2022 → 05/2023
  Unemployed
  Austin, TX
• 05/2023 → 08/2023
  Amazon
  Seattle, WA

Previous Registrations

• 2021-05-18 → 2022-08-30
  Personal Capital Advisors Corporation
  Greenwood Village, CO
  Chicago, IL
  Austin, TX
• 2017-11-29 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Chicago, IL
• 2015-08-27 → 2017-08-25
  Strategic Advisers Llc
  Greenwood Village, CO

Other Businesses

(1) RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 722 W Oakdale Ave, 3F, Chicago IL 60657, United States DESCRIPTION: Landlord (2) RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: 7907 Mellencamp, Austin TX 78744, United States DESCRIPTION: Landlord

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-11-07
• S66 Uniform Combined State Law Examination
  2015-08-07

Other Names

• Brandon Lynn French
• Brandon L French