Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
| PA | RA | APPROVED | 2021-06-08 |
Branch Locations
Cranberry Township, PA • United States
141 South St. Clair Street Suite 202, Pittsburgh, PA 15206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Commonwealth | Wexford | PA | 08/2016 | 05/2021 |
| Infinex Investments, Inc. | Meriden | CT | 08/2016 | 05/2021 |
| Tiaa | Cranberry Township | PA | 05/2021 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Cranberry Township | PA | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-13 |
Reach out to this advisor