Unclaimed Profile

Ian Celecia

TIAA KASPICK, LLC·BOSTON, Massachusetts

SIE, Series 7Clean recordTIAA KASPICK, LLC

70 FRANKLIN STREET, BOSTON, MA 02110-1313CRD# 4848168Firm CRD# 104554

Profile Verification

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

Identity

Ian Celecia · BOSTON, MA

Registration

CRD #4848168 · TIAA KASPICK, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

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

Speak with Ian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ian Celecia offer?

Ian Celecia specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Ian Celecia's credentials?

Ian Celecia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ian Celecia located?

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

How does Ian Celecia charge for services?

Ian Celecia'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →