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Shelley Guerrette Ohara

Tiaa-Cref Individual & Institutional Services, LLC

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About Shelley Guerrette Ohara

Shelley Guerrette Ohara is a registered representative with TIAA-CREF Individual & Institutional Services, LLC in Waltham, MA. Shelley has been working in the securities industry since 2009 and holds the Series 63, SIE and Series 7 licenses. Shelley has previously worked at State Street Global Markets, LLC in Boston, MA. Shelley specializes in Financial Planning, Selection of Other Advisers and Portfolio Management for Individuals.

Firm Information

Shelley Ohara 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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Shelley Ohara’s Registration & Firm History

MA

11/19/2019 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Waltham MA)

MA

06/05/2015 - 01/25/2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BRAINTREE MA)

MA

11/20/2009 - 06/24/2013

STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 05/24/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/25/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shelley Guerrette Ohara.
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