TIAA KASPICK, LLC

BOSTON, Massachusetts·12 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
12
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

12 registered advisors
Carol Ward Deckbar
BOSTON, Massachusetts
Courtney Kim Eastlack
BOSTON, Massachusetts
Darrell Joseph Fernandes
BOSTON, Massachusetts
Dennis Anthony Johnson
BOSTON, Massachusetts
Douglas Edward Chittenden
BOSTON, Massachusetts
Glenn Robert Richter
REDWOOD SHORES, California
Ian Celecia
BOSTON, Massachusetts
Lindy Sherwood
BOSTON, Massachusetts
Mohammad Ali Iqbal
BOSTON, Massachusetts
Richard Jon Immesberger
BOSTON, Massachusetts
Sarah Esterly Devany
BOSTON, Massachusetts
Yogini Biswas
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
11 advisors
REDWOOD SHORES, California
1 advisor

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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.