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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2025-09-11 |
| TX | RA | APPROVED_RES | 2025-08-22 |
| GA | RA | APPROVED | 2015-09-18 |
Branch Locations
600 W Peachtree St Nw Suite 1700, Atlanta, GA 30308 • United States
Marietta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Atlanta | GA | 08/2015 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Atlanta | GA | 08/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-13 |
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