Best Investors
Account
Sign in
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 | 2025-09-17 |
| VT | RA | APPROVED | 2025-08-25 |
| MA | RA | APPROVED | 2015-07-06 |
Branch Locations
300 Brickstone Square Suite 102, Andover, MA 01810 • United States
Danvers, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Andover | MA | 06/2015 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Andover | MA | 06/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-13 |
Reach out to this advisor