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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_RES | 2025-08-15 |
| GA | RA | APPROVED | 2022-12-09 |
Branch Locations
Six Concourse Parkway Suite 400, Atlanta, GA 30328-6104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Charlotte | NC | 07/2016 | 01/2018 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Duluth | GA | 10/2006 | 09/2022 |
| Truist Investment Services, Inc. | Duluth | GA | 02/2021 | 09/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 09/2022 |
| Tiaa | Atlanta | GA | 11/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Atlanta | GA | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-25 |
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