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 |
|---|---|---|---|
| MD | RA | APPROVED | 2022-06-08 |
Branch Locations
915 Meeting Street Suite 1220, North Bethesda, MD 20852 • United States
10980 Grantchester Way Suite 340, Columbia, MD 21044 • United States
Silver Spring, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Columbia | MD | 04/2013 | Present |
| Tiaa | Columbia | MD | 04/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-09-21 |
| S66 | Uniform Combined State Law Examination | 2009-05-04 |
Reach out to this advisor