Bryan Keith White
Financial advisor at TIAA Wealth Investment Management LLC · Charlotte, NC
Last updated 2026-10-10
Claim your profileBryan Keith White is a financial advisor at TIAA Wealth Investment Management LLC in Charlotte, NC, CRD 2414481. Licenses and exams on the registration: Series 63. IAPD registration began 2025-10-16.
Registration
- CRD number
- 2414481
- Registration status
- Active
- IAPD registration
- 2025-10-16
- Industry Experience
- 0 years
- Work Experience
- 14 years
- States registered
- NC
Licenses and exams
- Series 63
Designations
- Chartered Financial Analyst
Work history
- 2011-12 to Present · TIAA · Charlotte, NC
- 2025-10 to Present · TIAA Wealth Investment Management LLC · Charlotte, NC
Current employment
- TIAA Wealth Investment Management LLC · New York, NY
TIAA Wealth Investment Management LLC
- Registered advisors
- 7
- Offices
- 11
- Clients per advisor
- 0.0 (Low)
TIAA Wealth Investment Management LLC: advisors, services and reported ETF investments
About
Bryan Keith White is a Chartered Financial Analyst financial advisor at TIAA Wealth Investment Management LLC in Charlotte, NC. Reported securities licenses include Series 63. The latest record indicates less than 1 year of industry experience and 14 years of reported work history. Reported roles include TIAA.
TIAA Wealth Investment Management LLC's firm-level Form ADV reports 7 advisors across 11 offices; services including Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Publication of Periodicals or Newsletters, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $11.5B across 191 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Bryan Keith White personally.
Reported ETF positions
TIAA Wealth Investment reports 191 ETF positions worth $11.5B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IEFA — iShares Core MSCI EAFE ETF | $2.6B |
| MBB — iShares MBS ETF | $1.4B |
| IEMG — iShares Core MSCI Emerging Markets ETF | $1.4B |
| SCZ — iShares MSCI EAFE Small-Cap ETF | $795.3M |
| ESGU — iShares ESG Aware MSCI USA ETF | $763.5M |
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 Wealth Investment'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 | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $64.9K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $64.9K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $54.3K | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | SMH — VanEck Semiconductor ETF | $11.4K | 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 Wealth Investment Management LLC on Form ADV.
Client services
- Businesses or Institutional Clients
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
Business and affiliations
- 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
Location
Charlotte, NC
2 advisors at this office.
Contact
The firm's filed contact details.
Official record
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