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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 | 2019-04-30 |
Branch Locations
155 Village Boulevard Suite A, Princeton, NJ 08540 • United States
Old Bridge, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemloyed | Old Bridge | NJ | 06/2016 | 04/2017 |
| Morgan Stanley | New Brunswick | NJ | 04/2017 | 02/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Princeton | NJ | 12/2018 | Present |
| Tiaa | Princeton | NJ | 12/2018 | Present |
| Unemployed | Old Bridge | NJ | 02/2018 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-18 |
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