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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-09 |
| FL | RA | APPROVED | 2023-08-11 |
Branch Locations
Palm Beach Gardens, FL • United States
1489 West Palmetto Park Rd. Suite 500, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thaikyo | Manalapan | FL | 10/2014 | 01/2017 |
| New York Life Insurance Co | Sunrise | FL | 03/2016 | 01/2017 |
| Nylife Securities Llc | Sunrise | FL | 03/2016 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 05/2017 | 03/2018 |
| V & Jo Inc | Manalapan | FL | 02/2017 | 05/2017 |
| G4S/Accounting Principals, Inc | Jupiter | FL | 10/2016 | 02/2017 |
| Bank Of America, N.A. | Palm Beach | FL | 05/2017 | 03/2018 |
| Jpmorgan Chase Bank, N.A. | Boynton Beach | FL | 05/2019 | 09/2021 |
| J.P. Morgan Securities Llc | Boynton Beach | FL | 05/2019 | 09/2021 |
| Waldorf Astoria, Boca Resort | Boca Raton | FL | 05/2018 | 12/2018 |
| Thaikyo | Manalapan | FL | 12/2018 | 03/2019 |
| Unemployed | Palm Beach Gardens | FL | 04/2018 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Worth | FL | 09/2021 | 07/2023 |
| Bank Of America N.A. | Lake Worth | FL | 09/2021 | 07/2023 |
| Tiaa | Boca Raton | FL | 07/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Boca Raton | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-21 |
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