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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-02 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 07/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2025 | Present |
| Fedex | Willington | CT | 09/2024 | 05/2025 |
| Hartford Golf Club | West Hartford | CT | 05/2019 | 08/2019 |
| Tighe & Bond | Westfield | MA | 05/2022 | 08/2022 |
| Bsc Group | Glastonbury | CT | 04/2023 | 09/2023 |
| University Of Connecticut | Storrs | CT | 08/2021 | 05/2025 |
| Kelly Lane Elementry School, Granby Memorial Middle School/ High | Granby | CT | 09/2006 | 05/2021 |
| Tiaa | Charlotte | NC | 06/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-02 |
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