Michael T. Zarlengo

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES

Seattle, WA

Some features on this profile are disabled

CRD#: 2434321

Professional summary

Michael Thomas Zarlengo, CIMA®, who also goes by Michael Thomas Zarlengo, Michael T Zarlengo, Michael Zarlengo, is a registered financial advisor currently at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC located in Seattle, Washington.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Michael has worked at 17 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Thomas Zarlengo | Michael T Zarlengo | Michael Zarlengo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: Michael Zarlengo Position: Property Owner Nature: This is just a rental property that I own. I have a property management company handle all of the necessary functions. I am completely passively involved in the management. Incoming rent is $1,050 per month. This is not anything that I am involved with on a daily basis Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 07/01/2000 Address: 1182 Clermont Street, Apt 102, Denver CO 80220, United States Description: None all handled by property management group

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Zarlengo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Michael Thomas Zarlengo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

November 11, 2025 - Present

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Office #2: 617 Eastlake Avenue East Suite 100, Seattle, WA 98109

RIA

CRD#: 20472

Seattle, WA

Current

November 11, 2025 - Present

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Office #1: 617 Eastlake Avenue East Suite 100, Seattle, WA 98109

RIA

CRD#: 20472

Seattle, WA

Past

February 27, 2025 - October 6, 2025

B.O.S.S. RETIREMENT ADVISORS, LLC

RIA

CRD#: 171143

KIRKLAND, WA

Past

August 15, 2024 - February 14, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SEATTLE, WA

Past

August 15, 2024 - February 14, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SEATTLE, WA

Past

June 12, 2023 - July 8, 2024

EXEMPLAR CAPITAL, LLC

CRD#: 155786

BOSTON, MA

Past

January 26, 2022 - June 5, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Seattle, WA

Past

January 26, 2022 - June 5, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Seattle, WA

Past

February 10, 2021 - October 14, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

Seattle, WA

Past

February 10, 2021 - June 5, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Seattle, WA

Past

February 10, 2021 - June 5, 2023

TD AMERITRADE, INC.

CRD#: 7870

Seattle, WA

Past

January 17, 2020 - December 31, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

SEATTLE, WA

Past

January 17, 2020 - January 11, 2021

TD AMERITRADE, INC.

RIA

CRD#: 7870

SEATTLE, WA

Past

January 6, 2020 - January 11, 2021

TD AMERITRADE, INC.

CRD#: 7870

SEATTLE, WA

Past

June 6, 2019 - December 11, 2019

EQUITABLE ADVISORS, LLC

CRD#: 6627

BELLEVUE, WA

Past

January 2, 2014 - July 9, 2018

ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC.

CRD#: 144464

DENVER, CO

Past

September 24, 2010 - December 31, 2013

ALPS DISTRIBUTORS, INC.

CRD#: 16853

DENVER, CO

Past

November 3, 2009 - September 3, 2010

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

July 31, 2007 - January 7, 2009

PORTFOLIO BROKERAGE SERVICES, INC.

CRD#: 18554

CHICAGO, IL

Past

September 3, 2004 - May 21, 2007

JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832

DENVER, CO

Past

January 26, 2004 - September 8, 2004

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

April 7, 1997 - September 20, 1999

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

July 18, 1995 - March 25, 1997

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

January 14, 1994 - July 12, 1994

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472 / SEC#: 801-63550, 8-44454

RIA

Registered Investment Advisory firm - SEC (9/24/2004 Approved)

Broker-Dealer Firm Regulated by FINRA (New York district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alaska
(11/11/2025)

Idaho
(11/11/2025)

Montana
(11/11/2025)

Oregon
(11/11/2025)

Washington
(11/11/2025)

IAR

Washington
(11/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/16/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/11/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/13/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/23/2004

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472 / SEC#: 801-63550, 8-44454

RIA

Registered Investment Advisory firm - SEC (9/24/2004 Approved)

Broker-Dealer Firm Regulated by FINRA (New York district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

730 Third Avenue, New York, NY 10017-3206

Mailing Address

8500 Andrew Carnegie Boulevard Mail Stop Ssc/c2/08, Charlotte, NC 28262-8500

Phone number

(704) 988-3565

Established

Delaware since 01/01/2004

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

1,319

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

ADVICE & PLANNING SERVICES PORTFOLIO ADVISOR WRAP FEE PROGRAM - OCTOBER 20, 2025 (10/16/2025)

ADVICE & PLANNING SERVICES PRIVATE ASSET MANAGEMENT PROGRAM - AUGUST 26, 2025 (8/26/2025)

ADVICE & PLANNING SERVICES TIAA PERSONAL PORTFOLIO WRAP FEE PROGRAM - MARCH 28, 2025 (3/26/2025)

TC SERVICES ADVICE & PLANNING SERVICES DISCLOSURE BROCHURE - MARCH 28, 2025 (3/26/2025)

Direct owners and executive officers

Name	Position	CRD#
TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA	SOLE OWNER OF APPLICANT
ABBOTT, ROSS HAMLET	PRESIDENT, CEO (INTERIM), CHIEF OPERATING OFFICER, ELECTED MANAGER	2756063
BARNHILL, HELEN GWYN	CHIEF LEGAL OFFICER	2574877
BELLUCCI, RAYMOND JOHN	ELECTED MANAGER	1807977
HEASLIP, DEREK JAMES	ELECTED MANAGER	6318596
INTIHAR, JEREMY ROSS	CHIEF COMPLIANCE OFFICER - REGISTERED INVESTMENT ADVISER	5040823
LEWIS, BENJAMIN HERBERT	ELECTED MANAGER	1687894
MANGANO, JENNIFER LYNN	CHIEF FINANCIAL OFFICER	7659359
MUKHERJEE, NILADRI	ELECTED MANAGER	5227234
SARAVANAN, SHANKAR	VICE PRESIDENT, ELECTED MANAGER	7789140
STICKROD, CHRISTOPHER EUGENE	ELECTED MANAGER	4627958
WEINSTEIN, SCOTT WILLIAM	CHIEF COMPLIANCE OFFICER - BROKER DEALER	4324014

Regulatory assets under management

Total Number of Accounts	72,807
AUM (Assets Under Management)	$ 34,343,329,152

Disclosures

Regulatory Event	8
Arbitration	4

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2025	Cover Page	Report
12/13/2023	Cover Page	Report
03/21/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael T. Zarlengo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Zarlengo's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Michael Thomas Zarlengo's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

B.O.S.S. RETIREMENT ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EXEMPLAR CAPITAL, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

EQUITABLE ADVISORS, LLC

ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC.

ALPS DISTRIBUTORS, INC.

TRANSAMERICA CAPITAL, LLC

PORTFOLIO BROKERAGE SERVICES, INC.

JANUS HENDERSON DISTRIBUTORS US LLC

BANC ONE SECURITIES CORPORATION

WELLS FARGO CLEARING SERVICES, LLC

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/16/2020

Series 63

Date: 2/11/2004

SIE

Date: 7/9/2018

Series 7

Date: 10/13/2004

Series 6

Date: 1/23/2004

FINRA

Current Firm

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TRUST BUT VERIFY

Similar Advisors