Shawn
Buys

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6086172
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Shawn Buys is a financial advisor who works out of Pittsburgh, Pennsylvania, with a total of 7 years of industry experience. Buys is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, they have held roles at Pnc Investments, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Buys has Series 63 and Series 66 licenses, designating them as a securities representative, and can advise clients in Alabama, Connecticut, Delaware, District Of Columbia, Louisiana, Maryland, Massachusetts, Nebraska, New Jersey, Pennsylvania, Texas and Washington. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory company based out of New York, NY. The firm has offices in 136 locations and a total of 1,235 employees. It oversees $31 billion in assets among its 76,892 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 22 charitable organizations. Of its 76,892 customer accounts, 62% are associated with high-net-worth investors who have greater than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually vary depending on which services the firm provides the client. Fee types billed by Tiaa-Cref Individual & Institutional Services, LLC can include some combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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

Pittsburgh, PA

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

PA Average: 88
Total Number of Accounts

76,892

PA Average: 3,892
Average Account Size

$401,951

PA Average: $1,917,921

Investment Advisory Services

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

Shawn Buys Work History

Shawn has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Tiaa

2016 - Present (8 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2016 (3 years)

Pnc Investments

*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.

Disclosures

Please visit the SEC profile of Shawn Buys 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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Braden Danielson
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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 profile-compliance@smartasset.com.

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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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