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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-31 |
Branch Locations
Western Springs, IL • United States
55 East Loop Road Suite 101, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Chicago | IL | 01/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Chicago | IL | 01/2025 | Present |
| Bny Mellon Pershing | Jersey City | NJ | 03/2020 | 06/2024 |
| Morgan Stanley | New York | NY | 09/2013 | 02/2020 |
| Unemployed | Western Springs | IL | 07/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-04 |
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