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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-08 |
Branch Locations
5237 Summerlin Commons Blvd Office 304, Fort Myers, FL 33907 • United States
Estero, FL • United States
999 Vanderbilt Beach Road Suite 312, Naples, FL 34108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Fort Myers | FL | 07/2014 | 02/2017 |
| Pruco Securities, Llc | Fort Myers | FL | 07/2014 | 02/2017 |
| Allstate Insurance Company | Cape Coral | FL | 02/2017 | 08/2022 |
| Allstate Financial Advisors, Llc | Cape Coral | FL | 02/2017 | 08/2022 |
| Allstate Financial Services, Llc | Cape Coral | FL | 02/2017 | 08/2022 |
| Tiaa | Fort Myers | FL | 11/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Fort Myers | FL | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-31 |
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