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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-21 |
| FL | RA | APPROVED | 2022-02-04 |
Branch Locations
Boca Raton, FL • United States
1489 West Palmetto Park Rd. Suite 500, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securuties Llc | Delray Beach | FL | 03/2013 | 10/2019 |
| Jp Morgan Chase Bank | Delray Beach | FL | 12/2012 | 10/2019 |
| Colorstreet | Boca Raton | FL | 05/2018 | 03/2019 |
| Wells Fargo Bank, Na | Boca Raton | FL | 10/2019 | 01/2022 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 10/2019 | 01/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Boca Raton | FL | 01/2022 | Present |
| Tiaa | Boca Raton | FL | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-08 |
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