SN
Stanislav Nedzhetskiy
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES
Merrick, NY
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CRD#: 5215151
SN
Professional summary
Stanislav Nedzhetskiy, who also goes by Stan Nedzhetskiy, Stan Nedzhvetski, Stan Nedzhvetsky, is a registered financial advisor currently at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC located in Merrick, New York.
Stanislav is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Stanislav has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Stan Nedzhetskiy | Stan Nedzhvetski | Stan Nedzhvetsky
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.
MERRICK BELLMORE LITTLE LEAGUE POSITION: Director NATURE: Kids baseball/softball not for profit little league. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: P.O. Box 435, Merrick NY 11566, United States DESCRIPTION: I will help run league's activities such as: directing various league divisions, assisting coaches with team and game management, maintaining the fields, and running kids clinics.
CRS (Client Relationship Summary) - RIA
Click below to view Stanislav Nedzhetskiy's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Stanislav Nedzhetskiy's 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®
NoneExperience
Current
May 14, 2019 - Present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Office #2: 58 South Service Road Suite 305, Melville, NY 11747RIA
BD
CRD#: 20472
Merrick, NY
Current
May 14, 2019 - Present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Office #1: 58 South Service Road Suite 305, Melville, NY 11747RIA
BD
CRD#: 20472
Melville, NY
Past
May 21, 2018 - April 29, 2019
PEOPLE'S UNITED ADVISORS, INC.
RIA
CRD#: 292454
East Hills, NY
Past
February 10, 2014 - April 29, 2019
PEOPLE'S SECURITIES, INC.
RIA
CRD#: 13704
GREAT NECK, NY
Past
February 4, 2014 - April 29, 2019
PEOPLE'S SECURITIES, INC.
BD
CRD#: 13704
GREAT NECK, NY
Past
September 19, 2012 - February 6, 2014
SANTANDER SECURITIES LLC
RIA
CRD#: 41791
GREAT NECK, NY
Past
September 19, 2012 - February 6, 2014
SANTANDER SECURITIES LLC
BD
CRD#: 41791
GREAT NECK, NY
Past
August 6, 2012 - September 19, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
LONG ISLAND CITY, NY
Past
August 6, 2012 - September 19, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
LONG ISLAND CITY, NY
Past
December 8, 2011 - August 6, 2012
EDWARD JONES
RIA
CRD#: 250
BELLMORE, NY
Past
December 2, 2011 - August 6, 2012
EDWARD JONES
BD
CRD#: 250
BELLMORE, NY
Past
October 6, 2008 - December 5, 2011
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
FOREST HILLS, NY
Past
September 29, 2006 - December 5, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
FOREST HILLS, NY
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".
TI
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
ADVICE & PLANNING SERVICES | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. | TIAA-CREF BROKERAGE SERVICES | TIAA-CREF ADVICE AND PLANNING SERVICES | COLLEGE RETIREMENT EQUITIES FUND | ADVICE AND PLANNING SERVICES
CRD#: 20472 / SEC#: 801-63550, 8-44454
RIA
Registered Investment Advisory firm - SEC (9/24/2004 Approved)BD
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.RR
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
RR
Arizona(7/20/2023)
RR
Connecticut(5/14/2019)
RR
Delaware(3/14/2023)
RR
Florida(5/14/2019)
RR
Illinois(6/1/2020)
RR
Indiana(2/22/2024)
RR
Maryland(5/16/2022)
RR
Massachusetts(9/4/2024)
RR
Minnesota(6/27/2022)
RR
Montana(12/2/2024)
RR
New Jersey(5/14/2019)
RR
New York(5/14/2019)
IAR
New York(5/25/2021)
RR
North Carolina(4/28/2023)
RR
Pennsylvania(11/19/2020)
RR
Texas(1/25/2024)
IAR
Texas(8/19/2025)
RR
Vermont(10/30/2020)
IAR
Vermont(8/25/2025)
RR
Virginia(2/24/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TI
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
ADVICE & PLANNING SERVICES | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. | TIAA-CREF BROKERAGE SERVICES | TIAA-CREF ADVICE AND PLANNING SERVICES | COLLEGE RETIREMENT EQUITIES FUND | ADVICE AND PLANNING SERVICES
CRD#: 20472 / SEC#: 801-63550, 8-44454
RIA
Registered Investment Advisory firm - SEC (9/24/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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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
Part 2 Brochures
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 | ||
| 12/13/2023 | ||
| 03/21/2023 |
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.
