Herbert Rutledge Wilson

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

• 08/2018 → 01/2019
  Robert Half Accountemps
  Burlington, MA
• 02/2016 → 07/2018
  Brae Burn Country Club
  Newton, MA
• 09/2016 → 12/2016
  Gaslight Lynnfield
  Lynnfield, MA
• 09/2009 → 06/2018
  Union College
  Schenectady, NY
• 09/2023 → 01/2025
  Citizens Securities, Inc
  Westwood, MA
• 09/2023 → 01/2025
  Citizens Bank, N/A
  Brookline, MA
• 02/2019 → 01/2022
  Fidelity Brokerage Services Llc
  Framingham, MA
• 01/2022 → 06/2023
  Normshield Inc. Dba Black Kite
  Boston, MA
• 05/2023 → 09/2023
  Unemployed
  Boston, MA
• 02/2025 → 07/2025
  Asset Strategy Advisors, Llc
  Natick, MA
• 02/2025 → 07/2025
  Concorde Investment Services
  Ann Arbor, MI
• 11/2019 → 01/2022
  Fidelity Personal And Workplace Advisors
  Framingham, MA
• 08/2025 → Present
  Tiaa
  Waltham, MA
• 08/2025 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Waltham, MA

Previous Registrations

• 2025-03-13 → 2025-07-25
  Asset Strategy Advisors, Llc
  Wayland, MA
• 2023-09-19 → 2025-02-03
  Citizens Securities, Inc.
  Boston, MA
  Woburn, MA
  Hudson, NH
  Albany, NY
  Brookline, MA
• 2019-11-12 → 2022-01-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Other Businesses

(1) SOLE PROPRIETOR FOR MULTIFAMILY INVESTMENT PROPERTY POSITION: Owner/Operator NATURE: My wife and I own an investment property located in MA. It is a Long Term Rental; it is rented out to tenants under Lease on an annual basis. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2023 ADDRESS: Home Address, Medford MA 02155, United States DESCRIPTION: Manage the property, lease(s), and tenant(s). (2) H. A. WILSON COMPANY LLC POSITION: Owner/Operator NATURE: The H. A. Wilson Company LLC is a single-member disregarded entity that is owned by my revocable living trust. My wife and I are the sole owners, officers, and operators. Its primary purpose serves to be a management/operating entity for our portfolio holdings (i.e. my other OBA, our multifamily investment property), but may also be used as an entity for us to receive income from our personal business endeavors. None of the pursuits done through this LLC will be related to the domains of financial services, nor TIAA as a firm, in any way. Moreover, no relation to financial services or my career as a financial advisor, including my federal and state RR, BD, IAR, and LI Producer licenses, nor my employment at and therefore representation of TIAA, will be made in any way, such as in branding, marketing, and/or sales. I mention this to explicitly acknowledge that I am mindful of my regulatory and compliance responsibilities in all of my personal endeavors. Previous and/or current examples of these personal business endeavors for myself and/or my wife include property management contracts, consulting engagements, credit card processing, and affiliate marketing. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/12/2025 ADDRESS: Home Address, Medford MA 02155, United States DESCRIPTION: Managing the LLC

Exams

• S66 Uniform Combined State Law Examination
  2019-09-10
• S63 Uniform Securities Agent State Law Examination
  2019-05-13

Other Names

• Herbert Rutledge Wilson
• Bart Wilson
• Herbert Wilson
• Herbert Rutledge Wilson
• Herbert Rutledge Wilson
• Herbert R Wilson