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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 | 2026-01-22 |
| TX | RA | APPROVED_RES | 2025-10-31 |
| AL | RA | APPROVED | 2025-10-30 |
| GA | RA | APPROVED | 2025-09-02 |
Branch Locations
Six Concourse Parkway Suite 400, Atlanta, GA 30328-6104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Atlanta | GA | 06/2025 | Present |
| Tiaa | Atlanta | GA | 04/2023 | Present |
| Bank Of America | Atlanta | GA | 03/2022 | 04/2023 |
| Wells Fargo | Boise | ID | 02/2015 | 03/2022 |
Name: JEMB One Position: Owner Nature: SFH rental property Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 08/11/2023 Address: 6385 old national hwy, ste 120 #49, atlanta GA 30349, United States Description: None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-29 |
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