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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 |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| VA | RA | APPROVED | 2022-02-03 |
Branch Locations
650 Peter Jefferson Parkway Suite 250, Charlottesville, VA 22911 • United States
Charlottesville, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlottesville | VA | 06/2007 | 11/2020 |
| Tiaa | Charlottesville | VA | 06/2007 | 11/2020 |
| Unemployed | Charlottesville | VA | 12/2020 | 05/2021 |
| Spire Securities, Llc | Reston | VA | 05/2021 | 12/2021 |
| Spire Wealth Management, Llc | Reston | VA | 05/2021 | 12/2021 |
| Tiaa | Charlottesville | VA | 01/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlottesville | VA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-16 |
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