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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 | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED_RES | 2025-08-15 |
| IL | RA | APPROVED | 2024-09-24 |
Branch Locations
55 East Loop Road Suite 101, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Fianancial Llc | Evergreen Park | IL | 06/2016 | 07/2018 |
| Us Bank | Orland Hills | IL | 08/2018 | 09/2020 |
| U.S. Bancorp Investments, Inc. | Orland Hills | IL | 08/2018 | 08/2020 |
| Fidelity Investments | Schaumburg | IL | 09/2020 | 09/2024 |
| Fidelity Brokerage Services Llc | Schaumburg | IL | 09/2020 | 09/2024 |
| Fidelity Personal And Workplace Advisors | Schaumburg | IL | 12/2020 | 09/2024 |
| Bmo Harris Financial Advisors, Inc. | Evergreen Park | IL | 06/2016 | 07/2018 |
| Tiaa | Wheaton | IL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-26 |
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