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Lewis Alan Wexler

Tiaa-Cref Individual & Institutional Services, LLC

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About Lewis Alan Wexler

Lewis Wexler is a financial advisor with over 15 years of experience in the industry. Lewis is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Lewis has held previous positions with LPL FINANCIAL LLC, HSBC SECURITIES (USA) INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and BANC OF AMERICA INVESTMENT SERVICES, INC.. Lewis is licensed in 28 states. Lewis holds the Series 66, Series 7, and SIE exams. Lewis specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Lewis Wexler 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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Lewis Wexler’s Registration & Firm History

NY

05/25/2021 - Present

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

NY

05/18/2012 - 03/09/2015

LPL FINANCIAL LLC (BUFFALO NY)

NY

01/07/2011 - 05/15/2012

HSBC SECURITIES (USA) INC. (BUFFALO NY)

NY

10/23/2009 - 12/14/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSVILLE NY)

NY

10/05/2006 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (BUFFALO NY)

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Licenses & Designations

BOTH

Issued 10/18/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lewis Alan Wexler. Review regulatory record here.
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