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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-19 |
| KS | RA | APPROVED | 2014-02-11 |
Branch Locations
7101 College Blvd. Suites 330 And 350, Overland Park, KS 66210 • United States
Leawood, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Overland Park | KS | 12/2013 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Overland Park | KS | 12/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-03 |
Reach out to this advisor