Adviser and broker representative · Tiaa-Cref Individual & Institutional Services, LLC
Alexander Valerio
CRD 6814088 · Denton, TX
At a glance
Alexander Valerio is an investment adviser representative with Tiaa-Cref Individual & Institutional Services, LLC in Denton, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alexander’s SEC record dates to 2019, about 7 years ago. Alexander is also registered as a broker representative.
Current advisory firm
- Tiaa-Cref Individual & Institutional Services, LLCSince December 2025Denton, TX · $38B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Alexander’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.