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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 | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-08-15 |
| GA | RA | APPROVED | 2024-03-25 |
Branch Locations
Sandy Springs, GA • United States
Six Concourse Parkway Suite 400, Atlanta, GA 30328-6104 • 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 |
|---|---|---|---|---|
| Sedbim Bilisim San Tic Limited | Izmir | 03/2014 | 08/2017 | |
| Adelphia Iv | Boston | MA | 08/2017 | 07/2020 |
| Santander Bank | Brookline | MA | 07/2020 | 11/2020 |
| Fidelity Investments | Merrimack | NH | 11/2021 | 03/2024 |
| Unemployed | Boston | MA | 11/2020 | 11/2021 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 11/2021 | 03/2024 |
| Fidelity Personal And Workplace Advisors | Merrimack | NH | 01/2024 | 03/2024 |
| Tiaa | Atlanta | GA | 03/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Atlanta | GA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-13 |
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