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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-09 |
Branch Locations
18 Shipyard Drive Suite 2A, Office #35, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | New York | NY | 04/1997 | 01/2020 |
| Park Avenue Securities Llc | Norwell | MA | 03/2015 | 12/2022 |
| Unemployed | Norwell | MA | 12/2022 | 03/2023 |
| Guardian Life Insurance Company | Needham | MA | 03/2023 | 01/2025 |
| Park Avenue Securities Llc | Needham | MA | 04/2023 | 01/2025 |
| New Age Alpha | Rye | NY | 01/2025 | 01/2026 |
| Fnex Capital Llc | Indianapolis | IN | 02/2025 | 03/2026 |
| Park Avenue Securities Llc | Norwell | MA | 03/2023 | 01/2025 |
| Tiaa | Hingham | MA | 06/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Hingham | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-05 |
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