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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 |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED_RES | 2025-08-19 |
| MI | RA | APPROVED | 2022-12-07 |
Branch Locations
777 E. Eisenhower Parkway Suite 100, Ann Arbor, MI 48108 • United States
Livonia, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Ann Arbor | MI | 01/2016 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Ann Arbor | MI | 01/2016 | Present |
(1) METROPOLITAN CHURCH OF GOD POSITION: member NATURE: Non-profit church INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 13400 Schaefer, Detroit MI 48227 DESCRIPTION: Treasurer Checking signing budgeting accounting (2) HILTON WORLDWIDE POSITION: Reservation Agent NATURE: Hospitality industry INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 10/19/2016 ADDRESS: 7930 Jones Branch Dr, McLean VA 22102 DESCRIPTION: Reservation agent. Responsible for booking hotel rooms.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-13 |
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