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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 |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED_RES | 2025-08-15 |
| FL | RA | APPROVED | 2023-05-04 |
Branch Locations
The Villages, FL • United States
5001 Celebration Pointe Suite 120, Gainesville, FL 32608 • 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 | 02/2014 | 11/2020 |
| Tiaa | Charlotte | NC | 02/2014 | 11/2020 |
| Lpl Financial Llc | The Villages | FL | 02/2021 | 03/2023 |
| Tiaa | The Villages | FL | 04/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | The Villages | FL | 04/2023 | Present |
| Unemployed | The Villages | FL | 03/2023 | 04/2023 |
| Fross And Fross Wealth Management | The Villages | FL | 01/2021 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-08 |
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