Best Investors
Account
Sign in
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 |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2025-10-30 |
| VT | RA | APPROVED | 2025-10-30 |
| MD | RA | APPROVED | 2025-07-08 |
Branch Locations
Kingsville, MD • United States
1410 Clarkview Road, Baltimore, MD 21209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Baltimore | MD | 04/2011 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Baltimore | MD | 06/2025 | Present |
ARCHBISHOP CURLEY HIGH SCHOOL POSITION: member of investment committee NATURE: Serving as an ad hoc committee, the "investment committee" of the school board of Archbishop Curley High School serves as a liaison between the investment manager of the school's endowment and the school board. The investment manager engages in all transactions and investment decisions. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 3701 Sinclair Lane, Baltimore MD 21213, United States DESCRIPTION: Act as liaison between investment manager and school board
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-08-18 |
Reach out to this advisor