Investment adviser representative · Tiaa-Cref Individual & Institutional Services, LLC
Jeffrey S. Grizer
CRD 5895819 · Durham, NC
At a glance
Jeffrey S. Grizer is an investment adviser representative with Tiaa-Cref Individual & Institutional Services, LLC in Durham, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2011, about 15 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Tiaa-Cref Individual & Institutional Services, LLCSince September 2025Durham, NC · $38B in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 5 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.