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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2025-10-29 |
| TX | RA | APPROVED | 2025-10-29 |
| VT | RA | APPROVED | 2025-10-29 |
| DC | RA | APPROVED | 2025-07-22 |
Branch Locations
Washington, DC • United States
1300 Eye Street Suite 300W, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Washington | DC | 05/2012 | 10/2017 |
| Tiaa | Washington | DC | 09/2007 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Washington | DC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-13 |
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