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William John Craig

Tiaa-Cref Individual & Institutional Services, LLC

Mickleton, NJ

Philadelphia, PA

CRD 3181326

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Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-01-22
TX RA APPROVED 2026-01-22
VT RA APPROVED 2026-01-22
NJ RA APPROVED 2025-08-14
PA RA APPROVED 2025-08-12
  • AL RA
    APPROVED
    Since 2026-01-22
  • TX RA
    APPROVED
    Since 2026-01-22
  • VT RA
    APPROVED
    Since 2026-01-22
  • NJ RA
    APPROVED
    Since 2025-08-14
  • PA RA
    APPROVED
    Since 2025-08-12

Branch Locations

Mickleton, NJ • United States

1700 Market Street 32Nd Floor/Suite 3222, Philadelphia, PA 19103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Philadelphia PA 06/2025 Present
Tiaa Philadelphia PA 04/2008 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-08-29
S63 Uniform Securities Agent State Law Examination 1999-02-18
  • S65 Uniform Investment Adviser Law Examination
    2000-08-29
  • S63 Uniform Securities Agent State Law Examination
    1999-02-18
Designations
  • Certified Financial Planner
Other Names
  • William John Craig
  • William J Craig

View on SEC IAPD

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