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Jeffrey David Weygant

Tiaa-Cref Individual & Institutional Services, LLC

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About Jeffrey David Weygant

Jeffrey David Weygant is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC. Jeffrey has been working in the financial industry since 2001. Jeffrey is registered with the state of New York and is also a registered representative of FINRA. Jeffrey focuses on individual, charitable organization and corporate clients. Jeffrey's areas of expertise include financial planning and selection of other advisors.

Firm Information

Jeffrey Weygant is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Jeffrey Weygant’s Registration & Firm History

NY

05/25/2021 - Present

Tiaa-Cref Individual & Institutional Services, LLC (LATHAM NY)

NY

01/15/2013 - 11/06/2014

LPL FINANCIAL LLC (BALLSTON NY)

NY

05/04/2007 - 02/01/2013

MERCER ALLIED COMPANY, L.P. (ALBANY NY)

NY

01/06/2004 - 01/09/2007

IFMG SECURITIES, INC. (PURCHASE NY)

CT

03/19/2001 - 05/09/2003

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

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Licenses & Designations

BOTH

Issued 01/22/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2007

Series 7 - General Securities Representative Examination

BC

Issued 03/17/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey David Weygant.
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