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Jeffrey David Weygant

Tiaa-Cref Individual & Institutional Services, LLC

Latham, NY

Ballston Spa, NY

CRD 4360609

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Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-08-26
NY RA APPROVED 2021-05-25
  • VT RA
    APPROVED
    Since 2025-08-26
  • NY RA
    APPROVED
    Since 2021-05-25

Branch Locations

30 Century Hill Drive Suite 300, Latham, NY 12110 • United States

Ballston Spa, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Latham NY 11/2014 Present
Tiaa-Cref Individual & Institutional Services, Llc Latham NY 11/2014 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-22
  • S66 Uniform Combined State Law Examination
    2009-01-22

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC

Nearby Investors

Becky M Sciortino
CHRISTOPHER MICHAEL INGEMIE
DAVID P MARTIN

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LATHAM, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Latham, NY
EAGLE STRATEGIES LLC · LATHAM, NY

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