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Raymond Lyle Durant

Tiaa-Cref Individual & Institutional Services, LLC

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About Raymond Lyle Durant

Raymond Durant is a financial advisor in Syracuse, NY who has been in the industry since 2008. Raymond has a diverse background in financial services, having worked for several firms over the years, including Key Investment Services LLC and Chase Investment Services Corp. Raymond currently works at TIAA-CREF Individual & Institutional Services, LLC, where Raymond is registered to provide investment advisory services in New York. Raymond holds a variety of licenses and certifications including Series 7, 6, 63, and 66, and the SIE exam. Raymond specializes in providing financial planning services to individuals and high net worth individuals, and also offers portfolio management services. Raymond has a strong track record of success in the financial services industry and is committed to providing clients with the highest level of service and expertise.

Firm Information

Raymond Durant 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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Raymond Durant’s Registration & Firm History

NY

09/15/2022 - Present

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

DC

04/21/2020 - 08/31/2022

MISSIONSQUARE INVESTMENT SERVICES (WASHINGTON DC)

NY

08/16/2012 - 03/06/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SYRACUSE NY)

NY

08/26/2009 - 07/05/2012

KEY INVESTMENT SERVICES LLC (RENSSELAER NY)

NY

11/05/2007 - 09/01/2009

CHASE INVESTMENT SERVICES CORP. (DEWITT NY)

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Licenses & Designations

BOTH

Issued 05/26/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/2009

Series 7 - General Securities Representative Examination

BC

Issued 11/02/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raymond Lyle Durant.
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