Unclaimed Profile

Courtney Kim Eastlack

TIAA KASPICK, LLC·BOSTON, Massachusetts

SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record20 years registeredTIAA KASPICK, LLC

70 FRANKLIN STREET, BOSTON, MA 02110-1313CRD# 2540869Firm CRD# 104554

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Courtney Kim Eastlack · BOSTON, MA

Registration

CRD #2540869 · TIAA KASPICK, LLC · 20 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Sep 2025 – present

ADVICE AND PLANNING SERVICES

Aug 2008 – Oct 2023

CHARLOTTESVILLE, VA

TIAA-CREF ADVICE AND PLANNING SERVICES

Nov 2005 – Aug 2008

CHARLOTTESVILLE, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · November 28, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TIAA KASPICK, LLC

CRD 104554 · SEC 801-28179

AUM

$8.1B

Regulatory assets under management

Employees

115

6,140 client accounts

Services offered by TIAA KASPICK, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TIAA KASPICK, LLC →

Introduction

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Frequently Asked Questions

What services does Courtney Kim Eastlack offer?

Courtney Kim Eastlack specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Courtney Kim Eastlack's credentials?

Courtney Kim Eastlack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Courtney Kim Eastlack located?

Courtney Kim Eastlack is based in BOSTON, Massachusetts, working with TIAA KASPICK, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Courtney Kim Eastlack charge for services?

Courtney Kim Eastlack's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TIAA KASPICK, LLC?

TIAA KASPICK, LLC has approximately 115 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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