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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-30 |
Branch Locations
3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States
Little Elm, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ps/Is 119 | Glendale | NY | 09/2015 | 06/2018 |
| Queens School Of Inquiry | Fresh Meadows | NY | 09/2018 | 06/2022 |
| Keller Williams Landmark Ii | East Elmhurst | NY | 07/2022 | 09/2022 |
| Liberty University | Lynchburg | VA | 08/2022 | 08/2025 |
| Kura Revolving Sushi Bar | Frisco | TX | 07/2023 | 03/2026 |
| Equitable Advisors, Llc | New York | NY | 12/2025 | 01/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 04/2026 | Present |
| Tiaa | Frisco | TX | 04/2026 | Present |
| Unemployed | Glendale | NY | 07/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-25 |
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