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Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-06-02
  • MD RA
    APPROVED
    Since 2025-06-02

Branch Locations

Chevy Chase, MD • United States

915 Meeting Street Suite 1220, North Bethesda, MD 20852 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Bethesda MD 05/2018 08/2024
Bally 22705 Clarksburg Rd, Suite 314 MD 04/2017 02/2018
Loro Piana/Lvmh Washington DC 10/2016 01/2017
Zara Washington DC 09/2016 06/2023
Barneys New York Inc. Washington DC 05/2015 09/2016
University Of Maryland University College Adelphi MD 08/2017 08/2019
Bank Of America, N.A North Bethesda MD 05/2018 08/2024
Tiaa Bethesda MD 05/2025 Present
Tiaa-Cref Individual & Institutional Services, Llc Bethesda MD 05/2025 Present
Dc Government Office Washington DC 08/2024 04/2025
  • 05/2018 → 08/2024
    North Bethesda, MD
  • 04/2017 → 02/2018
    Bally
    22705 Clarksburg Rd, Suite 314, MD
  • 10/2016 → 01/2017
    Loro Piana/Lvmh
    Washington, DC
  • 09/2016 → 06/2023
    Zara
    Washington, DC
  • 05/2015 → 09/2016
    Barneys New York Inc.
    Washington, DC
  • 08/2017 → 08/2019
    University Of Maryland University College
    Adelphi, MD
  • 05/2018 → 08/2024
    Bank Of America, N.A
    North Bethesda, MD
  • 05/2025 → Present
    Tiaa
    Bethesda, MD
  • 05/2025 → Present
    Bethesda, MD
  • 08/2024 → 04/2025
    Dc Government Office
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-09
  • S66 Uniform Combined State Law Examination
    2019-12-09
Other Names
  • Hermann Camara
  • Ismael Hermann Camara
  • Hermann Cruz
  • Hermann Ismael Cruz

View on SEC IAPD

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