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Advisor Services

  • Financial Planning


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
Tiaa-Cref Individual & Institutional Services, LLC 2 years, 11 months Mar 2013 - Present
TIAA 2 years, 11 months Mar 2013 - Present
Aegis Cap. Corp. 3 years, 3 months Dec 2009 - Mar 2013
Absolute Hardwood 7 years, 1 month Jan 2009 - Present
Jh Darbie & Co 1 year, 2 months Oct 2008 - Dec 2009
First London 4 months Jun 2008 - Oct 2008
Barron Moore, Inc 2 years, 3 months Mar 2006 - Jun 2008
Salomon Grey 6 years, 3 months Dec 1999 - Mar 2006
Are You
Justin Michelle Roundtree?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
  • as of date
  • license status
  • disclosures
  • as of date
    Sep 28, 2013
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Tiaa-Cref Advice and Planning Services

Last updated on Oct. 15, 2015
    • $14.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 44K
    • $334.9K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Compensation From Affiliates
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