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Brett William Boudreaux

Tiaa-Cref Individual & Institutional Services, LLC

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About Brett William Boudreaux

Brett Boudreaux is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC, and has been in the financial services industry since 2005. Brett is registered with the state of Texas, and has a Series 63, Series 66, Series 7, and Series 24 licenses. Brett's focus is on financial planning and portfolio management for individuals and businesses. Brett's previous employers include J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., TD AMERITRADE, INC., and FIDELITY BROKERAGE SERVICES LLC.

Firm Information

Brett Boudreaux is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Brett Boudreaux’s Registration & Firm History

TX

01/26/2016 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)

TX

10/01/2012 - 01/05/2016

J.P. MORGAN SECURITIES LLC (BEDFORD TX)

TX

10/21/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)

TX

07/09/2008 - 10/26/2009

TD AMERITRADE, INC. (FORT WORTH TX)

TX

09/29/2005 - 06/12/2008

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 07/16/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/06/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett William Boudreaux.
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