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Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-17
VT RA APPROVED 2025-08-25
MA RA APPROVED 2015-07-06
  • TX RA
    APPROVED_RES
    Since 2025-09-17
  • VT RA
    APPROVED
    Since 2025-08-25
  • MA RA
    APPROVED
    Since 2015-07-06

Branch Locations

300 Brickstone Square Suite 102, Andover, MA 01810 • United States

Danvers, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Andover MA 06/2015 Present
Tiaa-Cref Individual & Institutional Services, Llc Andover MA 06/2015 Present
Previous Registrations
  • 2010-12-02 → 2015-06-23
    Lexington, MA
    Lexington, MA
    Saugus, MA
    Concord, MA
    Littleton, MA
    Gardner, MA
    Lexington, MA
    Woburn, MA
  • 2006-04-20 → 2011-01-07
    Amundi Pioneer Institutional Asset Management, Inc.
    Boston, MA
  • 2006-02-16 → 2006-04-20
    Amundi Asset Management Us, Inc.
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-15
S63 Uniform Securities Agent State Law Examination 2005-04-13
  • S66 Uniform Combined State Law Examination
    2006-02-15
  • S63 Uniform Securities Agent State Law Examination
    2005-04-13
Other Names
  • Todd Michael Myatt
  • Todd M Myatt

View on SEC IAPD

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