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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-11 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Charlotte, NC • 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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 08/2023 | Present |
| Tiaa | Charlotte | NC | 08/2023 | Present |
| Metcalfe And Associates | Paramus | NJ | 04/2020 | 08/2020 |
| Financial Principles | Fairfield | NJ | 08/2020 | 01/2021 |
| A Macchione Brothers | Hackensack | NJ | 08/2022 | 09/2022 |
| Unemployed | Englewood | NJ | 09/2022 | 08/2023 |
| Unemployed | Englewood | NJ | 02/2014 | 04/2020 |
| Unemployed | Englewood | NJ | 01/2021 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-21 |
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