Tiaa-Cref Individual & Institutional Services, LLC

Investment Advisor
in Hanover, NH

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About this Advisor

Jeffrey Withington is a financial advisor who works out of Hanover, New Hampshire who has 10 years of industry experience. Withington currently works for Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, they have held roles at Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Withington has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Hampshire. Tiaa-Cref Individual & Institutional Services, LLC is an advisory firm based in New York, NY. It has offices in 136 locations and a total of 1,235 people on staff. It administers $31 billion in assets under management among its 76,892 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 22 charities and foundations. Of its 76,892 customer accounts, 62% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on the services provided. Fee types charged by Tiaa-Cref Individual & Institutional Services, LLC can be comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

2 Buck Road Suite D
Hanover, NH 03755

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management


NH Average: $7,464,549,021
Total Number of Employees


NH Average: 88
Total Number of Accounts


NH Average: 3,892
Average Account Size


NH Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jeffrey Withington Work History

Jeffrey has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - Present (11 years)


*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Jeffrey Withington to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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