TIAA KASPICK, LLC

BOSTON, Massachusetts·30 registered advisors·CRD# 104554
SEC# 801-281793650-585-4100
01

Firm Overview

AUM
$8.1B
Regulatory assets under management
Employees
115
Total firm employees
Advisors
30
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Investment ManagementWealth Management
04

Advisors at TIAA KASPICK, LLC

30 registered advisors
Abigail Benton Mason
BOSTON, Massachusetts
Adam Elmore
BOSTON, Massachusetts
Andrew Thayer King
BOSTON, Massachusetts
Carol Ward Deckbar
BOSTON, Massachusetts
Charles Alan Korthals
BOSTON, Massachusetts
Courtney Kim Eastlack
BOSTON, Massachusetts
Damon Whelchel
BOSTON, Massachusetts
Darrell Joseph Fernandes
BOSTON, Massachusetts
David Sean Lyons
BOSTON, Massachusetts
Dennis Anthony Johnson
BOSTON, Massachusetts
Douglas Edward Chittenden
BOSTON, Massachusetts
Eugene Flood
REDWOOD SHORES, California
Glenn Robert Richter
REDWOOD SHORES, California
Himani Trivedi
BOSTON, Massachusetts
Ian Celecia
BOSTON, Massachusetts
Jeffrey Scott Kaspick
BOSTON, Massachusetts
Joseph Patrick Gerharz
BOSTON, Massachusetts
Josh Robert Greenwald
BOSTON, Massachusetts
Lindy Sherwood
BOSTON, Massachusetts
Meredith Jo Kornreich
BOSTON, Massachusetts
Michael Bruce Kahn
BOSTON, Massachusetts
Mohammad Ali Iqbal
BOSTON, Massachusetts
Philip Andrew Rosztoczy
REDWOOD SHORES, California
Richard Jon Immesberger
BOSTON, Massachusetts
Russell Gordon Noles
REDWOOD SHORES, California
Sarah Esterly Devany
BOSTON, Massachusetts
Scott Thomas
BOSTON, Massachusetts
Vijay Nmn Tunikipati
BOSTON, Massachusetts
Wendy Liisa Harrington
BOSTON, Massachusetts
Yogini Biswas
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
26 advisors
REDWOOD SHORES, California
4 advisors

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Data sourced from SEC Form ADV filings. TIAA KASPICK, LLC (CRD# 104554) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.