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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-22 |
| FL | RA | APPROVED | 2013-12-19 |
Branch Locations
2525 Ponce De Leon Blvd Suite 300, Coral Gables, FL 33134 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Coral Gables | FL | 10/2013 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Coral Cables | FL | 10/2013 | Present |
(1) RENTAL HOME POSITION: Landlord NATURE: Rental Home INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 14328 SW 135 Ave, Miami FL 33186, United States DESCRIPTION: Rental Home (2) UNITY PINECREST, LLC POSITION: LLC Member Owner NATURE: LLC as a holding pass-through for a home to rent at -13220 SW 69 Ct Miami, FL. 33156 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: Home Address, Miami FL 33156, United States DESCRIPTION: Rental home landlord. (3) UNITY MIAMI, LLC POSITION: Member NATURE: LLC as an entity pass-through for future rental income for condo at 7705 SW 86 St. #B-307. Miami, FL. 33143. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2026 ADDRESS: Home Address, Miami FL 33156, United States DESCRIPTION: Owner of condo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-11 |
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