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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-02 |
Branch Locations
Chevy Chase, MD • United States
915 Meeting Street Suite 1220, North Bethesda, MD 20852 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-09 |
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