Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2026-05-12 |
| FL | RA | APPROVED | 2026-05-12 |
| TX | RA | APPROVED | 2026-05-12 |
| VT | RA | APPROVED | 2026-05-12 |
Branch Locations
West Palm Beach, FL • United States
5001 Celebration Pointe Suite 120, Gainesville, FL 32608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 10/2016 | 05/2018 |
| Bank Of America, N.A | Boca Raton | FL | 10/2016 | 05/2018 |
| Tiaa | West Palm Beach | FL | 05/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | West Palm Beach | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-20 |
| S66 | Uniform Combined State Law Examination | 2017-02-06 |
Reach out to this advisor