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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-17 |
Branch Locations
720 South Colorado Boulevard Suite 1100, Glendale, CO 80246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 09/2006 | Present |
| Tiaa | Denver | CO | 09/2006 | Present |
(1) MONICA TAN POSITION: Owner NATURE: Create and maintain blog contents where affiliate links may be included. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2022 ADDRESS: 1312 17th St Unit 2206, Denver CO 80202, United States DESCRIPTION: Create and maintain blog contents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-17 |
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