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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-07 |
Branch Locations
225 Wyman Street, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Securities Llc. | Boston | MA | 01/2013 | 02/2017 |
| J.P Morgan Chase Bank | Boston | MA | 01/2013 | 02/2017 |
| Tiaa-Creff Individual And Institutional Sales | Waltham | MA | 03/2017 | 11/2020 |
| Unemployed | Quincy | MA | 11/2020 | 05/2021 |
| Pathstone | Boston | MA | 05/2021 | 10/2023 |
| Financial Navigators, Inc | Bolton | MA | 11/2023 | 10/2024 |
| Montis Financial Llc | Waltham | MA | 10/2024 | 06/2025 |
| Tiaa | Waltham | MA | 03/2017 | 11/2020 |
| Tiaa | Waltham | MA | 12/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Waltham | MA | 12/2025 | Present |
| Unemployed | Quincy | MA | 07/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-19 |
| S66 | Uniform Combined State Law Examination | 2013-04-26 |
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