Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-08 |
Branch Locations
1700 Market Street 32Nd Floor/Suite 3222, Philadelphia, PA 19103 • United States
Broomall, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | King Of Prussia | PA | 06/2018 | 12/2023 |
| Unemployed | Newtown Square | PA | 04/2018 | 05/2018 |
| Termac Corporation | Philadelphia | PA | 02/2016 | 03/2018 |
| Park Avenue Securities Llc | King Of Prussia | PA | 04/2019 | 12/2023 |
| Tiaa | Philadelphia | PA | 03/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-15 |
Reach out to this advisor