Caillen Lasyrus Fort
Investment adviser representative at Advice and Planning Services
12 yearsExperience
4 statesRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Caillen Lasyrus Fort? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCOct 2023 to now
- TIAAOct 2023 to now
- JP Morgan Chase Bank, N.A.Jun 2021 to Sep 2023
- J.P. Morgan Securities LLCJun 2021 to Aug 2023
- UnemployedMay 2021 to May 2021
- Morgan StanleyJan 2019 to Apr 2021
- Morgan Stanley Private Bank, N.A.Jan 2019 to Apr 2021
- JP Morgan Chase Bank NAApr 2014 to Dec 2018
- JPMorgan Securities LLCApr 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 4 states (AL, NY, TX, VT).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 yearsIn 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
- 6327245
- Firm CRD
- 20472