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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2018-01-08 |
Branch Locations
141 South St. Clair Street Suite 202, Pittsburgh, PA 15206 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Baldwin Twp | PA | 05/2011 | 01/2017 |
| Infinex Investments, Inc | Meriden | CT | 01/2017 | 12/2017 |
| First Commonwealth Bank | Johnstown | PA | 01/2017 | 12/2017 |
| Tiaa | Pittsburgh | PA | 12/2017 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 12/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-14 |
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