Mairaj Elahi

TIAA WEALTH INVESTMENT MANAGEMENT LLC

Charlotte, NC 28262

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CRD#: 6978790

Professional summary

Mairaj Elahi is a registered financial advisor currently at TIAA WEALTH INVESTMENT MANAGEMENT LLC located in Charlotte, North Carolina.

Mairaj is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Mairaj has worked at 2 firms and has passed the Series 63, Series 50, SIE and Series 52 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mairaj Elahi'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®

None

Experience

Current

October 30, 2025 - Present

TIAA WEALTH INVESTMENT MANAGEMENT LLC

Office #1: 8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262

RIA

CRD#: 334925

Charlotte, NC

Past

August 3, 2018 - January 30, 2019

STEPHENS

CRD#: 3496

DALLAS, TX

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 WEALTH INVESTMENT MANAGEMENT LLC

CRD#: 334925 / SEC#: 801-132296

RIA

Registered Investment Advisory firm - (3/31/2025 Approved)

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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(10/30/2025)

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.

Exams

State Security Law Exam

Series 63

Date: 7/9/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 50

Date: 10/27/2018

Municipal Advisor Representative Qualification Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 52

Date: 8/3/2018

Municipal Securities Representative Examination

Current Firm

TIAA WEALTH INVESTMENT MANAGEMENT LLC

CRD#: 334925 / SEC#: 801-132296

RIA

Registered Investment Advisory firm - (3/31/2025 Approved)

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Contact information

Main Address

730 Third Ave, New York, NY 10017-3206

Mailing Address

Phone number

(212) 490-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

TIAA WEALTH INVESTMENT MANAGEMENT LLC DISCLOSURE BROCHURE - FEBRUARY 28, 2025 (2/28/2025)

Red Flags

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

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Mairaj Elahi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mairaj Elahi's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIAA WEALTH INVESTMENT MANAGEMENT LLC

STEPHENS

Primary Firm SEC Registration

TIAA WEALTH INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/9/2018

Series 50

Date: 10/27/2018

SIE

Date: 10/1/2018

Series 52

Date: 8/3/2018

Current Firm

TIAA WEALTH INVESTMENT MANAGEMENT LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

TIAA WEALTH INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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