Alec Daniel Rodriguez

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

• 10/2024 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 10/2024 → Present
  Tiaa
  Frisco, TX
• 08/2024 → 12/2024
  Lewisville Independent School District
  The Colony, TX
• 01/2022 → 05/2024
  University Of North Texas
  Denton, TX
• 05/2024 → 08/2024
  Unemployed
  Krum, TX
• 10/2017 → 08/2022
  Lewisville Independent School District
  The Colony, TX
• 05/2018 → 07/2021
  Collin County Community College District
  Frisco, TX
• 04/2016 → 10/2017
  Pei Wei Asian Diner
  Carrollton, TX
• 08/2014 → 05/2018
  Hebron High School
  Carrollton, TX
• 10/2021 → 11/2021
  Zocados Llc
  Carrollton, TX
• 10/2021 → 10/2021
  Ati Physical Therapy
  Carrollton, TX
• 04/2016 → 12/2017
  Pf Chang's China Bistro, Inc.
  Carrollton, TX

Other Businesses

Name: Freelance Musician Position: Self Nature: Freelance Musician - paid by clients for private events primarily on evenings and weekends Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 02/01/2022 Address: Home Address, The Colony TX 75056, United States Description: Freelance Musician

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-11
• S63 Uniform Securities Agent State Law Examination
  2024-12-20

Other Names

• Alec D Rodriguez
• Alec Rodriguez