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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 | 2026-01-23 |
| AL | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2025-10-30 |
| IL | RA | APPROVED | 2025-07-25 |
| MO | RA | APPROVED | 2025-07-25 |
Branch Locations
Glen Carbon, IL • United States
231 S. Bemiston Ave Suite 800, St Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | St. Louis | MO | 03/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | St. Louis | MO | 06/2025 | Present |
| Umb Bank, N.A. | St. Louis | MO | 05/2016 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-25 |
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