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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-19 |
| PA | RA | APPROVED | 2017-06-01 |
Branch Locations
1700 Market Street 32Nd Floor/Suite 3222, Philadelphia, PA 19103 • United States
Cherry Hill, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 07/2016 | 05/2017 |
| Pnc Bank | Hamilton | NJ | 07/2016 | 05/2017 |
| Tiaa | Philadelphia | PA | 05/2017 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-24 |
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