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Alex Stuart Hamill

Tiaa-Cref Individual & Institutional Services, LLC

Amherst, NY

Amherst, NY

CRD 5714437

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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 2025-08-25
TX RA APPROVED_RES 2025-08-21
NY RA APPROVED 2021-05-25
  • VT RA
    APPROVED
    Since 2025-08-25
  • TX RA
    APPROVED_RES
    Since 2025-08-21
  • NY RA
    APPROVED
    Since 2021-05-25

Branch Locations

100 Corporate Parkway Suite 112, Amherst, NY 14226 • United States

Amherst, 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 Amherst NY 03/2014 Present
Tiaa-Cref Individual & Institutional Services, Llc Amherst NY 03/2014 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-27
S63 Uniform Securities Agent State Law Examination 2010-01-28
  • S65 Uniform Investment Adviser Law Examination
    2012-07-27
  • S63 Uniform Securities Agent State Law Examination
    2010-01-28

View on SEC IAPD

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