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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 | 2025-12-01 |
| TX | RA | APPROVED_RES | 2025-08-21 |
| NY | RA | APPROVED | 2021-05-25 |
Branch Locations
860 Broadway Suite #528, 530, New York City, NY 10003 • United States
Oakland Gardens, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 05/2011 | Present |
| Tiaa | New York | NY | 05/2011 | Present |
BUDDHIST TZU CHI FOUNDATION POSITION: Board Director and Audit Committee Member NATURE: A 501c3 not-for-profit charity organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1996 ADDRESS: 1100 S. Valley Center Ave, San Dimas CA 91773, United States DESCRIPTION: Board and audit activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-07 |
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