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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 | 2025-11-23 |
| AL | RA | APPROVED | 2025-11-19 |
| VT | RA | APPROVED | 2025-11-19 |
| FL | RA | APPROVED | 2013-07-23 |
Branch Locations
5411 Skycenter Drive Suite 250, Tampa, FL 33607 • United States
Valrico, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Tampa | FL | 06/2013 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Tampa | FL | 06/2013 | Present |
RENTAL PROPERTY POSITION: property owner NATURE: Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2012 ADDRESS: Home Address, Valrico FL 33596, United States DESCRIPTION: We have a property in Pittsburgh Pa that we rent out.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-09 |
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