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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-04 |
Branch Locations
Lakewood Ranch, FL • United States
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife | Paramus | NJ | 05/2011 | 11/2016 |
| Msi Financial Services, Inc. | Paramus | NJ | 05/2011 | 11/2016 |
| Tiaa | Lakewood Ranch | FL | 08/2017 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Lakewood Ranch | FL | 08/2017 | Present |
| Unemployed | Ramsey | NJ | 11/2016 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-03 |
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