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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 | 2026-01-22 |
| AL | RA | APPROVED | 2025-10-30 |
| TX | RA | APPROVED | 2025-10-30 |
| WA | RA | APPROVED | 2025-06-20 |
Branch Locations
929 108Th Ave Ne Suite 720, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneva Capital Management Llc | Milwaukee | WI | 12/2016 | 07/2018 |
| Coldstream Securities, Inc. | Bellevue | WA | 07/2018 | 07/2019 |
| Unemployed | Bellevue | WA | 06/2019 | 08/2019 |
| Coldstream Wealth Management | Seattle | WA | 08/2019 | 08/2021 |
| Coldstream Wealth Management | Bellevue | WA | 07/2018 | 07/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Bellevue | WA | 06/2025 | Present |
| Tiaa | Bellevue | WA | 08/2021 | Present |
| Washington Capital Management, Inc. | Seattle | WA | 05/2005 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-22 |
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