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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 | 2025-08-20 |
| PA | RA | APPROVED | 2018-09-05 |
Branch Locations
King Of Prussia, PA • United States
201 King Of Prussia Drive Offices 620, 624, 625, 627, 636, 638, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Walnut Street | PA | 11/2015 | 04/2017 |
| Pnc Investments Llc | Walnut Street | PA | 11/2015 | 04/2017 |
| Citizens Securities Inc. | Philadelphia | PA | 05/2017 | 08/2018 |
| Citizens Bank | Philadelphia | PA | 05/2017 | 08/2018 |
| Tiaa | Radnor | PA | 08/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Radnor | PA | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-02 |
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