Kenneth Shayne Edge

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

• 06/2024 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 06/2024 → Present
  Tiaa
  Frisco, TX
• 09/2022 → 03/2024
  Nickel Mania
  Carrollton, TX
• 09/2022 → Present
  Door Dash
  Plano, TX
• 08/2021 → 08/2022
  Retired
  Diclum, Manolo Fortich, Bukidnon
• 07/2009 → 08/2021
  Gold Team Interiors
  Little Elm, TX
• 04/2014 → 07/2020
  Innovative Foto
  Salem, NH
• 01/2012 → 02/2020
  Ctm Group
  Salem, NH

Other Businesses

(1) Name: Uber Technologies Position: Driver Nature: Providing rideshare services via Uber app Investment Related: No Hours: 50 Securities Trading Hours: 0 Start Date: 06/08/2024 Address: 1515 3rd St, San Francisco CA 94158, United States Description: Pick up and drop off passengers

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-29
• S63 Uniform Securities Agent State Law Examination
  2024-07-08

Other Names

• Kenneth Shayne Edge
• K Shayne Edge
• Shayne K Edge
• K S Edge
• K Shane Edge
• Kenneth S Edge