Niladri Mukherjee
Investment adviser representative at TIAA Wealth Investment Management LLC
19 yearsExperience
2 statesRegistered in
$0Firm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- TIAA Wealth Investment Management LLCApr 2026 to now
- TIAAApr 2023 to now
- TIAA-CREF Individual & Institutional Services, LLCApr 2023 to now
- Bank of AmericaJun 2007 to Mar 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2007 to Mar 2023
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
TIAA Wealth Investment Management LLC
$0Assets managed
0Clients
7Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5227234
- Firm CRD
- 334925