Lauren Chelsea Cantillo

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

• 05/2018 → 09/2018
  Morgan Stanley
  Bourbonnais, IL
• 09/2016 → 11/2017
  Cps Insurance Services
  Newport Beach, CA
• 01/2018 → 05/2020
  Governors State University
  University Park, IL
• 09/2018 → 05/2020
  Stifel Nicolaus & Company, Incorporated
  Bourbonnais, IL
• 05/2020 → 12/2020
  E*Trade Securities Llc
  Costa Mesa, CA
• 05/2020 → 12/2020
  E*Trade Financial Corp
  Costa Mesa, CA
• 01/2021 → 10/2022
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
• 01/2021 → 10/2022
  Beacon Pointe Insurance Services, Llc
  Newport Beach, CA
• 11/2022 → 05/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Desert, CA
• 11/2022 → 05/2023
  Bank Of America, N.A.
  Palm Desert, CA
• 05/2023 → 04/2025
  J.P. Morgan Securities Llc
  Yucca Valley, CA
• 05/2023 → 04/2025
  Jpmorgan Chase Bank, N.A.
  Yucca Valley, CA
• 05/2020 → 12/2020
  Harrisdirect Llc
  Costa Mesa, CA
• 01/2018 → 03/2018
  Steve Neil Insurance/State Farm
  Orland Park, IL
• 04/2025 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 04/2025 → Present
  Tiaa
  Frisco, TX

Previous Registrations

• 2023-05-16 → 2025-04-15
  J.P. Morgan Securities Llc
  Desert Hot Springs, CA
  Yucca Valley, CA
  Plano, TX
  New York, NY
  Princeton, TX
• 2022-11-23 → 2023-05-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Desert, CA
  La Quinta, CA
  Palm Springs, CA
  Palm Desert, CA
• 2021-02-17 → 2022-10-31
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
• 2020-05-05 → 2021-01-21
  Harrisdirect Llc
  Arlington, VA
  Costa Mesa, CA
• 2018-10-10 → 2020-05-11
  Stifel, Nicolaus & Company, Incorporated
  Bourbonnais, IL

Other Businesses

CA RENTAL POSITION: Property Owner NATURE: My spouse and I own a rental property in California. The home previously served as our primary residence. We recently hired a property management company and anticipate (long-term) leasing the property by May 15, 2025. We have not secured a tenant at this stage so the anticipated start date could change. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2025 ADDRESS: 57886 El Dorado Drive, Yucca Valley CA 92284, United States DESCRIPTION: Together, my spouse and I will be actively involved in the management of the rental property, working in tandem with the property management company

Exams

• S66 Uniform Combined State Law Examination
  2018-10-08

Other Names

• Chelsea Cantillo
• Lauren Chelsea Cantillo
• Lauren Cantillo
• Lauren C Cantillo