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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2024-05-06 |
Branch Locations
3050 Chain Bridge Road Suite 400, Fairfax, VA 22030 • United States
Alexandria, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Alexandria | VA | 10/2012 | 04/2024 |
| Wells Fargo Clearing Services, Llc | Alexandria | VA | 08/2015 | 04/2024 |
| Tiaa | Fairfax | VA | 04/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Fairfax | VA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-20 |
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