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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-23 |
| VT | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2025-10-30 |
| AZ | RA | APPROVED | 2025-07-09 |
Branch Locations
3131 E Camelback Road Suite 420, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Inc. | New York | NY | 09/2006 | 01/2017 |
| Blackrock Investment Management, Llc | New York | NY | 09/2006 | 01/2017 |
| Tiaa | Phoenix | AZ | 07/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Phoenix | AZ | 06/2025 | Present |
| Unemployed | Phoenix | AZ | 01/2017 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-17 |
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