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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-25 |
Branch Locations
730 Third Avenue Nyc Regional, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | New York | NY | 12/2015 | 03/2018 |
| Scottrade Investment Management | New York | NY | 03/2017 | 03/2018 |
| Tiaa | New York | NY | 05/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 05/2018 | Present |
AMAZON FLEX POSITION: N/A NATURE: delivery service INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2022 ADDRESS: Home Address, Bronx NY 10465, United States DESCRIPTION: I plan on delivering packages for amazon outside of work hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-22 |
Reach out to this advisor