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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 | 2025-08-21 |
| PA | RA | APPROVED | 2014-05-28 |
Branch Locations
201 King Of Prussia Drive Offices 620, 624, 625, 627, 636, 638, Radnor, PA 19087 • United States
Drexel Hill, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Randor | PA | 03/2014 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Randor | PA | 03/2014 | Present |
THE NATIONAL DRIFTERS INCORPORATED POSITION: Vice President NATURE: It's a social outlet for women with similar backgrounds and interests. Once a year, the organization hosts a fundraising event to raise money for academic scholarships for youth. I have been elected VP of the Drifters. I am not compensated nor do I have access to the bank account for the org. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 2783 Sutton Place, Doylestown PA 18902, United States DESCRIPTION: I help plan activities and run meetings for the org.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-06 |
| S65 | Uniform Investment Adviser Law Examination | 2003-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-02 |
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