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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 | 2024-06-19 |
| NY | RA | APPROVED | 2022-03-10 |
Branch Locations
4 Westchester Park Drive Suite 175, White Plains, NY 10604 • United States
Paramus, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Tenafly | NJ | 05/2014 | 04/2017 |
| Pnc Investments Llc | Pittsburgh | PA | 05/2014 | 04/2017 |
| Tiaa | White Plains | NY | 05/2017 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | White Plains | NY | 05/2017 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: One single family rental property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: Home Address, Paramus NJ 07652, United States DESCRIPTION: Property maintenance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-03 |
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