Bart Kendall Gregory
Financial advisor at TIAA-CREF Individual & Institutional Services, LLC
Last updated 2026-10-10
Claim your profileBart Kendall Gregory is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC, CRD 4615974. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2007-01-23.
Registration
- CRD number
- 4615974
- Registration status
- Active
- IAPD registration
- 2007-01-23
- Industry Experience
- 19 years
- Work Experience
- 11 years
- States registered
- NC
Licenses and exams
- Series 63
- Series 66
Work history
- 2015-08 to 2021-05 · Allstate Insurance Company · Orlando, FL
- 2021-06 to 2021-09 · Fidelity Investments · Charlotte, NC
- 2021-12 to 2022-07 · Lpl Financial LLC · Charlotte, NC
- 2023-05 to 2023-11 · Secu Brokerage Services · Raleigh, NC
- 2024-02 to 2024-04 · Acg Auto Group / Auto Club of America · Charlotte, NC
- 2023-11 to 2024-01 · Ups · Charlotte, NC
- 2021-11 to 2022-12 · Event Management · Charlotte, NC
- 2024-04 to 2025-10 · Bank of America, N.A. / Merrill Edge · Charlotte, NC
- 2025-11 to 2026-06 · Lpl Enterprise LLC · Charlotte, NC
- 2026-07 to Present · TIAA-CREF Individual & Institutional Services, LLC · Charlotte, NC
- 2026-07 to Present · TIAA · Charlotte, NC
- 2026-01 to 2026-05 · Ttec · Charlotte, NC
- 2021-09 to 2021-11 · Unemployed · Charlotte, NC
- 2024-04 to 2025-10 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Charlotte, NC
- 2023-05 to 2023-11 · Credit Union Investment Services · Charlotte, NC
- 2022-06 to 2023-04 · Vanguard Advisers, Inc. · Charlotte, NC
- 2022-06 to 2023-04 · Vanguard Marketing Corporation · Charlotte, NC
- 2021-06 to 2021-09 · Fidelity Brokerage Services LLC · Charlotte, NC
- 2015-08 to 2021-05 · Allstate Financial Advisors, LLC · Orlando, FL
- 2015-08 to 2021-05 · Allstate Financial Services, LLC · Orlando, FL
Current employment
- TIAA-CREF Individual & Institutional Services, LLC · New York, NY
TIAA-CREF Individual & Institutional Services, LLC
- Regulatory AUM
- $37,928,601,788
- Registered advisors
- 1,721
- Offices
- 929
- Clients per advisor
- 42.1 (Low)
- Average AUM per client
- $523.1K (Low)
- High-net-worth client ratio
- 64.6% (High)
TIAA-CREF Individual & Institutional Services, LLC: advisors, services and reported ETF investments
About
Bart Kendall Gregory is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC. Reported securities licenses include Series 63 and Series 66. The latest record indicates 19 years of industry experience and 11 years of reported work history. Reported roles include TIAA, Lpl Enterprise LLC, Ttec, Bank of America, N.A. / Merrill Edge, among others.
TIAA-CREF Individual & Institutional Services, LLC's firm-level Form ADV reports 1,721 advisors across 929 offices; approximately 42.1 clients per advisor, average assets per client of $523,131, and regulatory AUM of $37.9B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $26.6B across 274 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Bart Kendall Gregory personally.
Reported ETF positions
TIAA-CREF Individual reports 274 ETF positions worth $26.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IEFA — iShares Core MSCI EAFE ETF | $1.9B |
| VUG — Vanguard Morningstar Growth ETF | $1.8B |
| VTV — Vanguard Morningstar Value ETF | $1.5B |
| VEA — Vanguard FTSE Developed Markets ETF | $1.4B |
| IWY — iShares Russell Top 200 Growth ETF | $1.4B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
TIAA-CREF Individual's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $392.4M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $416.3M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $1.3M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | SMH — VanEck Semiconductor ETF | $576.5K | Top 94.1% | Replicability (R²) 79.0% · Residual Sharpe 0.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by TIAA-CREF Individual & Institutional Services, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Contact
The firm's filed contact details.
Official record
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