Tiaa-Cref Tuition Financing, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 108580
- Registered since
- September 10, 1999
- Website
- www.tiaa.org
- Custodians
- BANK OF NEW YORK MELLON CORP, NORTHERN TRUST SECURITIES, INC.
- Fee structure
- Other
- Client types
- State / Municipal Government100%
Firm profile
FINTRXOverview
Tiaa-Cref Tuition Financing, Inc. is a corporation registered with the SEC (since 1999) that serves institutional clients. The firm is classified as unclassified in the available filing and is identified as a Registered Municipal Advisor. It reports an “other” fee structure and does not present itself as a capital allocator. The filing characterizes the firm as a domestic entity/individual owner type and indicates it is not an active ESG investor, not a multi-state adviser, and not a newly formed adviser. Industry affiliations listed in the filing indicate broader engagement across financial services: broker-dealer, other investment adviser, commodity pool operator/CTA, banking or thrift institution, insurance company, pension consultant, and sponsor/GP/managing member of pooled investment vehicles. That mix suggests the entity operates in several capacities beyond municipal advisory work, including roles tied to pooled vehicles and institutional distribution or custody relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Other16%
Contacts
3 of 5
Ross Abbott
Managing DirectorCRD 2756063

Christopher Lynch
PresidentCRD 1985050

Colin Pierce
Senior Managing DirectorCRD 2618832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 730 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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