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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 |
|---|---|---|---|
| VT | RA | APPROVED | 2025-10-28 |
| AL | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED_RES | 2025-08-25 |
| FL | RA | APPROVED | 2013-10-16 |
Branch Locations
999 Vanderbilt Beach Road Suite 312, Naples, FL 34108 • United States
Naples, FL • United States
5237 Summerlin Commons Blvd Office 304, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Naples | FL | 09/2013 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Naples | FL | 09/2013 | Present |
POLAR EYE LLC POSITION: Silent partner with my son NATURE: Animal Eye Care in Alaska INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 3588 North Spruce Grouse Circle, Palmer AK 99645, United States DESCRIPTION: Animal Eye Care in Alaska
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-21 |
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