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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED_RES | 2025-08-14 |
| VT | RA | APPROVED | 2025-08-14 |
| NY | RA | APPROVED | 2024-10-15 |
Branch Locations
730 Third Avenue Nyc Regional, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | New York | NY | 01/2019 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 01/2019 | Present |
| Z Casino | Black Hawk | CO | 02/2017 | 08/2018 |
| Fior Di Latte | Boulder | CO | 01/2014 | 12/2016 |
| Unemployed | Boulder | CO | 09/2018 | 12/2018 |
| Unemployed | Boulder | CO | 01/2017 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-11 |
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