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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2025-09-10 |
| MD | RA | APPROVED | 2025-09-08 |
Branch Locations
Silver Spring, MD • United States
1300 Eye Street Suite 300W, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Washington | DC | 06/2025 | Present |
| Tiaa | Washington | DC | 10/2022 | Present |
| Cambridge Associates Llc | Arlington | VA | 02/2018 | 10/2022 |
| Mcnamara Dowling Ambrose Llc Dba Elitepersonnel | Bethesda | MD | 06/2017 | 02/2018 |
| Captain Cookie And The Milkman | Washington | DC | 04/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-08 |
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