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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2026-08-31 |
Branch Locations
Washington, DC • United States
1300 Eye Street Suite 300W, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 01/2017 | 07/2019 |
| Unemployed | Newton | MA | 09/2016 | 12/2016 |
| Morgan Stanley Private Bank, National Association | Boston | MA | 05/2017 | 07/2019 |
| Jpmorgan Chase Bank Na | Boston | MA | 07/2019 | 04/2024 |
| Jpmorgan Securities Llc | Boston | MA | 07/2019 | 04/2024 |
| Unemployed | Newton | MA | 04/2024 | 08/2024 |
| Boston College | Chestnut Hill | MA | 08/2024 | 05/2026 |
| Tiaa | Washington | DC | 06/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Washington | DC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-28 |
| S66 | Uniform Combined State Law Examination | 2017-05-23 |
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