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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 | 2025-08-14 |
| TX | RA | APPROVED_RES | 2025-08-14 |
| VT | RA | APPROVED | 2025-08-14 |
| NJ | RA | APPROVED | 2018-07-02 |
Branch Locations
3 University Plaza Suite 614, Hackensack, NJ 07601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Huntsville | AL | 02/2006 | 09/2016 |
| Santander Securities Llc | San Juan | PR | 09/2016 | 06/2018 |
| Santander Bank Na | Linden | NJ | 09/2016 | 06/2018 |
| Tiaa | Hackensack | NJ | 06/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Hackensack | NJ | 06/2018 | Present |
(1) RENTAL OF RE PROPERTY POSITION: n/a NATURE: Multi-family home with renting 3 of the 4 apartments INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1998 ADDRESS: 560 11th Ave, Paterson NJ 07514, United States DESCRIPTION: none (2) RENTAL OF RE PROPERTY POSITION: n/a NATURE: real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2015 ADDRESS: 222 Sneden Pl W, Spring Valley NY 10977, United States DESCRIPTION: Rental co-op (3) THE WEST SEASIDE CONDOMINIUMS POSITION: ACII NATURE: Vacation condo in Negril Jamaica for family and to Airbnb when renovations are completed sometime next year. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2024 ADDRESS: West End Road, Negril Westmoreland Jamaica, Negril NJ 07514-1456, United States DESCRIPTION: none, travel for vacation and husband handles Airbnb when that happens (4) FIRST PATERSON SDA CHURCH POSITION: Financial Chair NATURE: I would head the finance department and have others on the committee, the pastor and first elder being amongst that group. I declined to be included on any signing of checks already. Any conditional approval I would abide by, no one is stepping up and I am somewhat of a last resort since the last person resigned due to personality conflicts. I would not share market investment insight or knowledge at the committee meetings. I remove myself from providing opinions or participating in conversations regarding investments and investment related decisions. One of my roles is to help the church at large get to a better financial position both individually and collectively. This is purely educational like we do with webinars now with employees and participants. I have committee members who would oversee research and would not involve me, however I could direct them on the options available that is common knowledge, not around investment options. To be clear I will not provide any advice or recommendations on what to invest and or where. Just where to get help, like debt reduction, resources available thru the state, credit bureaus etc. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/07/2025 ADDRESS: 343 11th Ave, Paterson NJ 07514, United States DESCRIPTION: See above
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-10 |
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