TH
Trevor L. Hardee
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES
Phoenix, AZ 85016
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CRD#: 6846318
TH
Trevor Logan HardeeTIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES
Professional summary
Trevor Logan Hardee, who also goes by Logan Hardee, Trevor L Hardee, Trevor Hardee, is a registered financial advisor currently at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC located in Phoenix, Arizona.
Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Trevor has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Aliases
Logan Hardee | Trevor L Hardee | Trevor Hardee
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: Hyatt Corporation Position: Overnight Supervisor Nature: The business is a local hotel that is apart of the greater Hyatt Corporation. They provide lodging, food, and spa services. Investment Related: No Hours: 64 Securities Trading Hours: 0 Start Date: 05/16/2025 Address: 6114 N Scottsdale Rd, Scottsdale AZ 85253, United States Description: I will be supervising the front desk of the hotel and assisting guests during the night shift.
CRS (Client Relationship Summary) - RIA
Click below to view Trevor Logan Hardee's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Trevor Logan Hardee'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
September 24, 2026 - Present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Office #1: 3131 E Camelback Road Suite 420, Phoenix, AZ 85016RIA
BD
CRD#: 20472
Phoenix, AZ
Current
September 21, 2026 - Present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Office #1: 3131 E Camelback Road Suite 420, Phoenix, AZ 85016RIA
BD
CRD#: 20472
Phoenix, AZ
Past
July 14, 2025 - June 22, 2026
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
Past
April 28, 2025 - June 11, 2025
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
Scottsdale, AZ
Past
April 16, 2025 - June 11, 2025
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
Scottsdale, AZ
Past
October 4, 2022 - November 27, 2024
SCHWAB WEALTH ADVISORY, INC.
RIA
CRD#: 159035
Phoenix, AZ
Past
January 5, 2019 - March 28, 2023
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Phoenix, AZ
Past
December 26, 2017 - November 27, 2024
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Phoenix, AZ
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
Alaska(9/28/2026)
RR
Arizona(9/23/2026)
IAR
Arizona(9/24/2026)
RR
California(9/22/2026)
RR
Idaho(9/24/2026)
RR
Illinois(9/23/2026)
RR
Montana(9/29/2026)
RR
Nevada(9/23/2026)
RR
New Mexico(9/24/2026)
RR
New York(9/29/2026)
RR
Oregon(9/27/2026)
RR
Utah(9/24/2026)
RR
Virginia(9/23/2026)
RR
Washington(9/25/2026)
RR
Wyoming(9/28/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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, 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
1,293
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 | CHIEF OPERATING OFFICER, ELECTED MANAGER | 2756063 |
| BARNHILL, HELEN GWYN | CHIEF LEGAL OFFICER | 2574877 |
| BELLUCCI, RAYMOND JOHN | ELECTED MANAGER | 1807977 |
| D AMBROSI, JULIAN MAURO | PRESIDENT, CEO, ELECTED MANAGER | 4729324 |
| DEATS, JAMES J | ELECTED MANAGER | 4895304 |
| HEASLIP, DEREK JAMES | ELECTED MANAGER | 6318596 |
| INTIHAR, JEREMY ROSS | CHIEF COMPLIANCE OFFICER - REGISTERED INVESTMENT ADVISER | 5040823 |
| LEWIS, BENJAMIN HERBERT | ELECTED MANAGER | 1687894 |
| MUKHERJEE, NILADRI | ELECTED MANAGER | 5227234 |
| OVHORI, ELOHO ISIMEME | CHIEF FINANCIAL OFFICER | 8201407 |
| 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 | 72,503 |
| AUM (Assets Under Management) | $ 37,928,601,788 |
Disclosures
| Regulatory Event | 8 |
| Arbitration | 4 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/23/2026 | ||
| 01/22/2026 | ||
| 01/23/2025 | ||
| 12/13/2023 |
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.
