Jonathan
Moyer

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4658619
Investment Advisor
in Buffalo, NY

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About this Advisor

Jonathan Moyer is a financial advisor working out of Buffalo, New York, who has been in the industry for 9 years. Moyer is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, Moyer has held roles at First Niagara Bank, Uvest Financial Services Group, Inc, Charles Schwab & Co., Inc, Charles Schwab Bank, Lpl Financial Services, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Moyer holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory company that has its headquarters in Buffalo, New York. The firm has offices in 153 locations and a total of 1,991 financial advisors. It administers $26 billion in assets between its 64,735 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 38 charitable organizations. Of its 64,735 customer accounts, 62% are held by high-net-worth clients who have more than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on which service is offered. Fee types billed by Tiaa-Cref Individual & Institutional Services, LLC likely consist of some blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

100 Corporate Parkway Suite 112
Buffalo, NY 14226

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

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

1,988

NY Average: 88
Total Number of Accounts

69,021

NY Average: 3,892
Average Account Size

$364,861

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jonathan Moyer Work History

Jonathan has 9 years of experience.

2012 - Present (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2012 - Present (7 years)

Tiaa

2010 - 2012 (2 years)

First Niagara Bank

2010 - 2012 (2 years)

Lpl Financial Services

2009 - 2009 (< 1 year)

First Niagara Bank

2009 - 2009 (< 1 year)

Uvest Financial Services Group, Inc

2009 - 2010 (1 year)

Charles Schwab & Co., Inc

2009 - 2010 (1 year)

Charles Schwab Bank

Disclosures

Jonathan Moyer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Advice And Planning Services

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Jonathan Moyer
Buffalo, NY
Michael Perin
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Mark Durrenberger
Evanston, IL
William Gibson
Lewisville, TX
Sam Titus
Williston, VT
Aaron Moberg
Ames, IA
Thomas Davis
Hamden, CT

This content was compiled from the SEC and FINRA.

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