Dharmik Nirupam Vasavada
Financial advisor at TIAA-CREF Individual & Institutional Services, LLC · Charlotte, NC
Last updated 2026-10-10
Claim your profileDharmik Nirupam Vasavada is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC in Charlotte, NC, CRD 7664166. Licenses and exams on the registration: Series 66, Series 63. First registered 2026-02-24.
Registration
- CRD number
- 7664166
- Registration status
- Active
- First registered
- 2026-02-24
- Years of experience
- 10
- States registered
- NC
Licenses and exams
- Series 66
- Series 63
Work history
- 2022-11 to 2024-07 · PNC Investments LLC · Pittsburgh, PA
- 2019-05 to 2024-07 · PNC Bank · Edison, NJ
- 2017-09 to 2019-05 · Walmart · Edison, NJ
- 2016-06 to 2017-08 · Unemployed · Ahmedabad
- 2024-07 to 2026-01 · HSBC Bank USA, N.A. · New York, NY
- 2024-08 to 2026-01 · HSBC Securities (USA) Inc · New York, NY
- 2026-01 to 2026-05 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Charlotte, NC
- 2026-01 to 2026-05 · Bank of America, N.A. · Charlotte, NC
- 2026-06 to Present · TIAA · Charlotte, NC
- 2026-06 to Present · TIAA-CREF Individual & Institutional Services, LLC · Charlotte, NC
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
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
Location
8500 Andrew Carnegie Blvd., Charlotte, NC 28262
385 advisors at this office.
Contact
The firm's filed contact details.
Official record
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