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Raymond Bellucci

Elected Manager at Tiaa-Cref Individual & Institutional Services

Investment adviser and broker registrationsSEC record checked 17 October 2026

31
Years in the industry
31
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Raymond Bellucci holds the title Elected Manager at Tiaa-Cref Individual & Institutional Services, LLC, a New York investment adviser managing $37.9B. Raymond Bellucci has been registered through Tiaa-Cref Individual & Institutional Services since 18 January 1995, has 31 years in the industry across 1 firm and has passed 8 licensing exams.

Role at Tiaa-Cref Individual & Institutional Services

Title on Schedule A
Elected Manager
Control
Raymond Bellucci is a control person of Tiaa-Cref Individual & Institutional Services.
Ownership
An individual ownership band is not available in the source record.
Tenure
Raymond Bellucci has held the filed role since March 2020.

The firm

Tiaa-Cref Individual & Institutional Services, LLC
New York, NY

Form ADV filed 6 July 2026

$37.9B AUM72,503 clients1,020 advisers26 offices

Career on record

Raymond Bellucci has been registered through Tiaa-Cref Individual & Institutional Services since January 1995.

Firms and exams, newest first
  1. Passed Series 99TO · 2023
  2. Advice And Planning ServicesCurrent
    – present · 6 years
    , · Adviser representative · Firm CRD 20472
  3. Passed Series 65 · 2020
  4. Passed SIE · 2018
  5. Passed Series 7 and Series 24 · 2004
  6. Passed Series 26 · 1996
  7. Passed Series 6 and Series 63 · 1995
  8. Tiaa-cref Individual & Institutional Services, LLCCurrent
    – present · 32 years
    Colleyville, TX · Adviser representative and broker · Firm CRD 20472

Registrations and exams

Raymond Bellucci has a current investment-adviser registration in Texas and has passed 8 qualifying exams.

Texas20 October 2020
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6520 October 2020
Name
Uniform Investment Adviser Law Examination
Series 6321 February 1995
Name
Uniform Securities Agent State Law Examination
Series 243 August 2004
Name
General Securities Principal Examination
Series 268 November 1996
Name
Investment Company Products/Variable Contracts Principal Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 711 May 2004
Name
General Securities Representative Examination
Series 617 January 1995
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Raymond John Bellucci
CRD
1807977
Firm
Tiaa-Cref Individual & Institutional Services, LLC
Registration status
Investment adviser and broker registrations

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Raymond Bellucci work?

Raymond Bellucci has held the title Elected Manager at Tiaa-Cref Individual & Institutional Services, LLC since March 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 6 July 2026

Is Raymond Bellucci a financial advisor?

Yes. Raymond Bellucci has a current investment-adviser registration in Texas, through Tiaa-Cref Individual & Institutional Services since January 1995, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Raymond Bellucci have?

Raymond Bellucci has worked in the financial industry for 31 years as of 17 October 2026, counted from 17 January 1995, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Raymond Bellucci passed?

Raymond Bellucci has passed 8 licensing exams: the Series 6, Series 63, Series 26, Series 7, Series 24, SIE, Series 65 and Series 99TO. The earliest, the Series 6, was passed in January 1995.

Source: IAPD individual record, checked 17 October 2026

Leadership at Tiaa-Cref Individual & Institutional Services

Sources

  1. IAPD individual record, CRD 1807977. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Tiaa-Cref Individual & Institutional Services, LLC, filed 6 July 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Raymond Bellucci or Tiaa-Cref Individual & Institutional Services, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.