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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 |
|---|---|---|---|
| VT | RA | APPROVED | 2026-01-23 |
| AL | RA | APPROVED | 2025-10-30 |
| TX | RA | APPROVED | 2025-10-30 |
| NC | RA | APPROVED | 2025-07-09 |
Branch Locations
Harrisburg, NC • United States
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2025 | Present |
| Tiaa | Charlotte | NC | 04/2010 | Present |
HARRISBURG FOOTBALL POSITION: Treasurer and Board Member NATURE: We are a board that serves the interest of our local not for profit youth football program ranging ages 7-13 in Harrisburg, NC. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 3802 Grovesner St, Harrisburg NC 28075, United States DESCRIPTION: Monitor inflows/outflows of bank transaction and track the purpose of each transaction for the board
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-11 |
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