CRD: 20472
Tiaa-Cref Individual & Institutional Services, LLC
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- Custodian
- Pershing · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-22-1988
- Office Locations
- 140
Office Locations
About Tiaa-Cref Individual & Institutional Services, LLC
TIAA-CREF Individual & Institutional Services, LLC is TIAA’s wealth and retirement advisory business serving individuals and institutions across higher education, healthcare, government and other sectors. It provides online account access, retirement planning resources, and advice from TIAA Financial Consultants using an independent third-party methodology, alongside insurance and annuity solutions including TIAA Traditional fixed annuity. Retail and institutional reach via TIAA and Pershing.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Ross Hamlet Abbott
CHIEF OPERATING OFFICER, DIRECTOR, Managing Director
- CRD
- #2756063
- Ownership
- Less than 5%
HELEN GWYN BARNHILL
Chief Legal Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 13 owners & executives
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Sydney Joyce Abadom
--
- CRD
- #7699721
Lee Alan Abbey
Registered Financial Consultant
- CRD
- #6814499
Showing 2 of 3450 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,928,601,788 | $523,131 |
| Non-Discretionary | $0 | -- |
| Total | $37,928,601,788 | $523,131 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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