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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 | 2025-10-14 |
| VT | RA | APPROVED | 2025-10-02 |
| NY | RA | APPROVED | 2021-05-25 |
Branch Locations
100 Corporate Parkway Suite 112, Amherst, NY 14226 • United States
Orchard Park, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Williamsville | NY | 07/2016 | 10/2016 |
| Key Investment Services Llc | Buffalo | NY | 08/2016 | 09/2016 |
| Hsbc Bank Usa, N.A. | Depew | NY | 09/2016 | 03/2018 |
| Tiaa | Amherst | NY | 03/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Amherst | NY | 03/2018 | Present |
N/A POSITION: Owner NATURE: I own and live in a side by side double (rental property) and collect monthly rental income. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2021 ADDRESS: 4414 Abbott Rd., Orchard Park NY 14127, United States DESCRIPTION: Own and maintain residence.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-16 |
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