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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-27 |
Branch Locations
730 Third Avenue Nyc Regional, New York, NY 10017 • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | New York | NY | 08/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 08/2026 | Present |
| H&R Block | Brooklyn | NY | 12/2025 | 04/2026 |
| Suvoda | Conshohocken | PA | 03/2025 | 09/2025 |
| Sharp Entertainment | New York | NY | 09/2019 | 05/2024 |
| Anomaly Entertainment | New York | NY | 01/2019 | 09/2019 |
| Ish Entertainment | New York | NY | 09/2018 | 09/2018 |
| Half Yard Productions | New York | NY | 01/2018 | 08/2018 |
| Rock Shrimp Productions | New York | NY | 08/2017 | 10/2017 |
| Magilla Entertainment | New York | NY | 04/2014 | 07/2017 |
| The Mark Restaurant | New York | NY | 10/2018 | 05/2019 |
| Unemployed | Brooklyn | NY | 10/2025 | 12/2025 |
| Unemployed | Brooklyn | NY | 04/2026 | 08/2026 |
| Unemployed | Brooklyn | NY | 06/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-08 |
Reach out to this advisor