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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-17 |
Branch Locations
Warminster, PA • United States
1700 Market Street 32Nd Floor/Suite 3222, Philadelphia, PA 19103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Bensalem | PA | 08/2021 | 05/2026 |
| Td Bank N.A. | Newtown | PA | 03/2016 | 08/2021 |
| Td Private Client Wealth Llc | Bensalem | PA | 08/2021 | 05/2026 |
| Tiaa | Philadelphia | PA | 06/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-02 |
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