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William Peter Fritz

Tiaa-Cref Individual & Institutional Services, LLC

Ellicott City, MD

Columbia, MD

CRD 8111270

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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
AL RA APPROVED 2026-01-22
TX RA APPROVED 2026-01-22
VT RA APPROVED 2025-10-30
DC RA APPROVED 2025-07-24
MD RA APPROVED 2025-07-23
  • AL RA
    APPROVED
    Since 2026-01-22
  • TX RA
    APPROVED
    Since 2026-01-22
  • VT RA
    APPROVED
    Since 2025-10-30
  • DC RA
    APPROVED
    Since 2025-07-24
  • MD RA
    APPROVED
    Since 2025-07-23

Branch Locations

Ellicott City, MD • United States

10980 Grantchester Way Suite 340, Columbia, MD 21044 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Columbia MD 05/2014 Present
Tiaa-Cref Individual & Institutional Services, Llc Columbia MD 06/2025 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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