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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-21 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 09/2012 | 11/2020 |
| Tiaa | Charlotte | NC | 09/2012 | 11/2020 |
| Tiaa | Charlotte | NC | 03/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 03/2025 | Present |
| The Motley Fool, Llc | Charlotte | NC | 01/2021 | 01/2025 |
BUSINESS HAS NOT BEEN ESTABLISHED AS I AM SEEKING APPROVAL. POSSIBLE BUSINESS NAME IS PAY, PACK AND GO. POSITION: Owner NATURE: Travel Business Owner - Will be able to plan vacations for friends and family members. I am also starting this business to received discounted rates for my personal travel. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2026 ADDRESS: Home Address, Charlotte NC 28216, United States DESCRIPTION: Assist in booking travel for family and friends
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-22 |
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