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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 | 2025-10-29 |
| AZ | RA | APPROVED | 2022-12-19 |
Branch Locations
3131 E Camelback Road Suite 420, Phoenix, AZ 85016 • United States
Chandler, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Phoenix | AZ | 05/2013 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Phoenix | AZ | 05/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-13 |
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