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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-10 |
Branch Locations
720 South Colorado Boulevard Suite 1100, Glendale, CO 80246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Arvada | CO | 11/2012 | 11/2019 |
| Key Investment Services, Llc | Arvada | CO | 04/2018 | 11/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 08/2020 | Present |
| Tiaa | Denver | CO | 08/2020 | Present |
| Unemployed | Henderson | CO | 12/2019 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-19 |
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