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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-18 |
| MO | RA | APPROVED | 2023-09-25 |
Branch Locations
231 S. Bemiston Ave Suite 800, St Louis, MO 63105 • United States
Florissant, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 09/2023 |
| Kimberly-Clark Corporation | Roswell | GA | 06/1998 | 01/2018 |
| Tiaa | St. Louis | MO | 09/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | St. Louis | MO | 09/2023 | Present |
Name: 100 Black Men of Metropolitan St. Louis Position: Parliamentarian Nature: Provide mentoring services for youth in under serves communities Investment Related: No Hours: 3 Securities Trading Hours: 0 Start Date: 06/15/2009 Address: 4631 Delmar Blvd, St. Louis MO 63108, United States Description: Board Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-10 |
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