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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-12-02 |
Branch Locations
3 University Plaza Suite 614, Hackensack, NJ 07601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Hackensack | NJ | 11/2020 | Present |
| Tiaa | Hackensack | NJ | 11/2020 | Present |
| The College Of New Jersey | Ewing | NJ | 08/2015 | 05/2020 |
| Lawrenceville Township | Lawrenceville | NJ | 10/2019 | 03/2020 |
| The College Of New Jersey | Ewing | NJ | 03/2019 | 04/2020 |
| Young World Day Camp | Mahwah | NJ | 07/2014 | 08/2019 |
| Goldfish Swim School | Wyckoff | NJ | 06/2015 | 06/2017 |
| Gramercy Place Partners Llc | Glen Rock | NJ | 05/2016 | 08/2017 |
| Unemployed | Mahwah | NJ | 06/2020 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-11 |
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