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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 | 2025-08-14 |
| TX | RA | APPROVED_RES | 2025-08-14 |
| VT | RA | APPROVED | 2025-08-14 |
| FL | RA | APPROVED | 2022-02-21 |
Branch Locations
5001 Celebration Pointe Suite 120, Gainesville, FL 32608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 12/2006 | 11/2020 |
| Tiaa | New York | NY | 12/2006 | 11/2020 |
| Tiaa | Parkland | FL | 01/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Parkland | FL | 01/2022 | Present |
| Unemployed | Staten Island | NC | 11/2020 | 01/2022 |
RENTING MY HOME POSITION: owner NATURE: Rental income INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2026 ADDRESS: 7839 NW 112th Way, PARKLAND FL 33076, United States DESCRIPTION: landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-06 |
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