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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-24 |
| NY | RA | APPROVED | 2022-03-08 |
Branch Locations
730 Third Avenue Nyc Regional, New York, NY 10017 • United States
Union City, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Servics Inc. | Weehawken | NJ | 01/2015 | 03/2017 |
| Strategic Financial Services | New York | NY | 12/2017 | 02/2018 |
| Unemployed | Union City | NJ | 04/2017 | 12/2017 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 03/2018 | 02/2022 |
| Jpmorgan Securities Llc | New York | NY | 03/2018 | 02/2022 |
| Tiaa | New York | NY | 02/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-28 |
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