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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-03-01 |
Branch Locations
155 Village Boulevard Suite A, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Princeton | NJ | 06/2015 | Present |
| Tiaa | Princeton | NJ | 06/2015 | Present |
(1) MACASSA RESIDENTIAL LLC POSITION: MANAGER NATURE: RESIDENTIAL REAL ESTATE AND LAND HOLDINGS INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2023 ADDRESS: 1103 GREENWAY DR, JACKSONVILLE NC 28546, United States DESCRIPTION: MANAGING BUSINESS AND AFFAIRS OF LLC (2) MACASSA COMMERICAL LLC POSITION: Manager NATURE: Commercial Real Estate holdings INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2023 ADDRESS: 1103 GREENWAY RD, JACKSONVILLE NC 28546, United States DESCRIPTION: Managing the business and affairs of LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-22 |
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