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Tiaa-Cref Individual & Institutional Services, LLC CRD 20472
$37.9B regulatory AUM 35,647 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-09 |
Branch Locations
730 Third Avenue Nyc Regional, New York, NY 10017 • United States
North Merrick, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Melville | NY | 03/2013 | 05/2022 |
| Tiaa | Melville | NY | 03/2013 | 05/2022 |
| Citizens Securities, Inc. | Rockville Centre | NY | 05/2022 | 09/2023 |
| Tiaa | New York | NY | 10/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-09 |
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