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Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-24
NJ RA APPROVED 2023-08-03
  • TX RA
    APPROVED_RES
    Since 2025-09-24
  • NJ RA
    APPROVED
    Since 2023-08-03

Branch Locations

3 University Plaza Suite 614, Hackensack, NJ 07601 • United States

Hoboken, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Hackensack NJ 06/2022 Present
Tiaa Hackensack NJ 06/2022 Present
Davidson College Charlotte NC 08/2018 05/2022
Haddonfield Memorial Highschool Haddonfield NJ 09/2014 06/2018
Icona Avalon Resort Avalon NJ 06/2020 07/2020
Stone Harbor Yacht Club Stone Harbor NJ 06/2016 07/2019
Tiaa Charlotte NC 06/2021 08/2021
  • 06/2022 → Present
    Hackensack, NJ
  • 06/2022 → Present
    Tiaa
    Hackensack, NJ
  • 08/2018 → 05/2022
    Davidson College
    Charlotte, NC
  • 09/2014 → 06/2018
    Haddonfield Memorial Highschool
    Haddonfield, NJ
  • 06/2020 → 07/2020
    Icona Avalon Resort
    Avalon, NJ
  • 06/2016 → 07/2019
    Stone Harbor Yacht Club
    Stone Harbor, NJ
  • 06/2021 → 08/2021
    Tiaa
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-16
  • S66 Uniform Combined State Law Examination
    2022-09-16
Other Names
  • William J Ciemny
  • William Ciemny
  • Will Ciemny
  • Will J Ciemny
  • Will Joseph Ciemny

View on SEC IAPD

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