Melissa Ann Trask

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

• 07/2016 → 05/2018
  Td Ameritrade
  Westlake, TX
• 05/2018 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Lewisville, TX
• 05/2018 → Present
  Tiaa
  Lewisville, TX
• 08/2017 → 05/2018
  Td Ameritrade Investment Management, Llc
  Westlake, TX

Previous Registrations

• 2017-08-26 → 2018-05-31
  Td Ameritrade, Inc.
  Westlake, TX
• 2017-08-26 → 2018-05-31
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2017-08-26
• S63 Uniform Securities Agent State Law Examination
  2016-09-13

Other Names

• Melissa Ann Salazar
• Melissa Trask
• Melissa Ann Trask