Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED_RES | 2026-04-20 |
| VT | RA | APPROVED | 2026-04-20 |
| MA | RA | APPROVED | 2026-02-18 |
Branch Locations
225 Wyman Street, Waltham, MA 02451 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Plano | TX | 09/2022 | 12/2023 |
| Liberty Mutual | Plano | TX | 05/2022 | 06/2022 |
| Big Night Live | Boston | MA | 06/2021 | 08/2021 |
| Bunker Hill Community College | Boston | MA | 04/2018 | 08/2022 |
| Army | Wahiawa | HI | 01/2015 | 05/2018 |
| Tiaa | Waltham | MA | 01/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Waltham | MA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-06 |
Reach out to this advisor