Matthew Steven Donahoe

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

• 05/2017 → 05/2020
  Avantax Investment Services Inc
  Irving, TX
• 05/2020 → 08/2020
  Fidelity Brokerage Services Llc
  Westlake, TX
• 01/2021 → 05/2021
  Avantax Investment Services, Inc.
  Dallas, TX
• 10/2021 → 05/2022
  Kestra Investment Services Llc
  Irving, TX
• 01/2021 → 05/2021
  Avantax Investment Services
  Dallas, TX
• 05/2020 → 08/2020
  Fidelity Investments
  Westlake, TX
• 10/2015 → 05/2020
  Avantax Investment Services
  Irving, TX
• 06/2022 → 05/2025
  Jpmorgan Chase Bank, N.A.
  Plano, TX
• 06/2022 → 05/2025
  J.P. Morgan Securities Llc
  Plano, TX
• 08/2020 → 12/2020
  Unemployed
  Irving, TX
• 06/2021 → 09/2021
  Unemployed
  The Colony, TX
• 05/2014 → 05/2020
  Hd Vest Investment Services
  Irving, TX
• 10/2021 → 05/2022
  Kestra Advisory Services, Llc
  Irving, TX
• 01/2021 → 05/2021
  Hd Vest Investment Services
  Dallas, TX
• 08/2025 → Present
  Tiaa
  Frisco, TX
• 08/2025 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX

Previous Registrations

• 2023-02-06 → 2025-05-11
  J.P. Morgan Securities Llc
  Plano, TX
  Plano, TX
  Plano, TX
  Plano, TX
  The Colony, TX
  New York, NY
• 2021-10-28 → 2022-06-30
  Kestra Advisory Services, Llc
  Austin, TX
  Irving, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-09-04
• S63 Uniform Securities Agent State Law Examination
  2016-04-25

Other Names

• Matthew Steven Donahoe
• Matthew Donahoe
• Matthew S Donahoe