Sherman Oaks, CA Ventura Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$37,911,713,991
ClientsTotal clients
72,469
AdvisorsAdvisors at this office
3
Of 1,693 advisors across 214 offices
Location
15233 Ventura Blvd, 5th Floor
Sherman Oaks CA 91403
Advisors at this office
3
Advisors at this office
Chad W
Series 63, Series 65, Series 66
Sherman Oaks, CA
TIAA-CREF
Chad Weber is a financial advisor with TIAA-CREF who holds Series 63, 65, and 66 licenses and has 28 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios within a vertically integrated structure.
Abdulla M
Series 66, Series 63
Sherman Oaks, CA
TIAA-CREF
Abdulla Mirpur is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Transamerica Financial Advisor, LLC, Wfgia, and Loan Depot. Outside of his advisory role, he is a licensed real estate broker and a licensed general building contractor in California, providing home remodeling and consulting services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm separates point-in-time planning from ongoing portfolio management and acts as adviser to donor-advised funds within a vertically integrated structure.
Sameer F
Series 63, Series 66
Sherman Oaks, CA
TIAA-CREF
Sameer Ferrell is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Securities, Comerica Securities, and Merrill. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory approach includes both point-in-time planning services and ongoing discretionary portfolio management, with a fiduciary standard applied to its RIA services.
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