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Nancy Yimeng Zhai

Tiaa-Cref Individual & Institutional Services, LLC

Westwood, MA

Waltham, MA

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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
MA RA APPROVED 2026-04-23
  • MA RA
    APPROVED
    Since 2026-04-23

Branch Locations

Westwood, MA • United States

225 Wyman Street, Waltham, MA 02451 • 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
Tiaa-Cref Individual & Institutional Services, Llc Waltham MA 06/2022 Present
Tiaa Waltham MA 06/2022 Present
Tiaa Charlotte NC 06/2021 08/2021
Brandeis University Waltham MA 08/2018 05/2022
Chick-Fil-A Dedham MA 08/2018 08/2018
Wellesley High School Wellesley MA 08/2016 06/2018
Brandeis University International Business School Waltham MA 06/2019 05/2022
  • 06/2022 → Present
    Tiaa-Cref Individual & Institutional Services, Llc
    Waltham, MA
  • 06/2022 → Present
    Tiaa
    Waltham, MA
  • 06/2021 → 08/2021
    Tiaa
    Charlotte, NC
  • 08/2018 → 05/2022
    Brandeis University
    Waltham, MA
  • 08/2018 → 08/2018
    Chick-Fil-A
    Dedham, MA
  • 08/2016 → 06/2018
    Wellesley High School
    Wellesley, MA
  • 06/2019 → 05/2022
    Brandeis University International Business School
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-09
  • S66 Uniform Combined State Law Examination
    2022-09-09
Other Names
  • Nancy Zhai
  • Yimeng Zhai

View on SEC IAPD

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LPL FINANCIAL LLC · WESTWOOD, MA
MODERA WEALTH MANAGEMENT, LLC · WESTWOOD, MA
STAGE HARBOR FINANCIAL · WESTWOOD, MA
SAVANT WEALTH MANAGEMENT · Westwood, MA
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