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Shari Jeanne Rahmlow

Tiaa-Cref Individual & Institutional Services, LLC

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About Shari Jeanne Rahmlow

Shari Rahmlow is a financial professional with over 20 years of experience in the industry. Shari has held several positions in the financial services sector, including roles at Merrill Lynch and Commonfund Securities. Currently, Shari Rahmlow is registered as an Investment Advisor Representative with TIAA-CREF Individual & Institutional Services, LLC. Shari Rahmlow is also licensed to provide financial advice in Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, Rhode Island, and Vermont.

Firm Information

Shari Rahmlow 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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Shari Rahmlow’s Registration & Firm History

CT

06/29/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (HAMDEN CT)

CT

05/24/2012 - 06/27/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW HAVEN CT)

CT

11/18/2009 - 04/26/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRFIELD CT)

CT

04/02/2002 - 01/15/2008

COMMONFUND SECURITIES, INC. (WILTON CT)

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Licenses & Designations

BOTH

Issued 12/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/17/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shari Jeanne Rahmlow.
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