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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2025-10-30 |
| VT | RA | APPROVED | 2025-10-30 |
| VA | RA | APPROVED | 2025-10-11 |
Branch Locations
3050 Chain Bridge Road Suite 400, Fairfax, VA 22030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Fairfax | VA | 06/2023 | Present |
| Bank Of America Private Bank | Washington | DC | 01/2012 | 12/2022 |
| Arden Trust Company | Atlanta | GA | 12/2022 | 05/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Fairfax | VA | 06/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Arlington | VA | 01/2019 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-10 |
| S66 | Uniform Combined State Law Examination | 2014-11-01 |
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