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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 |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| MA | RA | APPROVED | 2020-10-15 |
Branch Locations
97 Mt. Auburn Street, Cambridge, MA 02138 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Cambridge | MA | 07/2020 | Present |
| Tiaa | Cambridge | MA | 07/2020 | Present |
| Unemployed | Sudbury | MA | 05/2016 | 09/2016 |
| Elon University | Elon | NC | 09/2016 | 05/2020 |
| Safe & Secure Llc | Framingham | MA | 06/2017 | 09/2017 |
| East China Normal University | Shanghai | 09/2018 | 12/2018 | |
| Tiaa | Waltham | MA | 06/2019 | 08/2019 |
| Unemployed | Sudbury | MA | 05/2020 | 07/2020 |
| Circor International Llc | Burlington | MA | 05/2018 | 01/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-15 |
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