Advice And Planning Services

Firm record

As recorded in SEC IAPD

Firm CRD

20472

SEC number

801-63550

Firm type

RIA

Assets under management

$37.9B as of Apr 21, 2026

Website

www.facebook.com/TIAA ↗

Phone

212-490-9000

Address

730 Third Avenue, New York, NY, 10017-3206

Advisors at this firm

2,588 in our index · page 10 of 52

• Craig Tellas ChandlerCRD 2539820 · Frisco, TX
  Broker
• Matthew Carle ChandlerCRD 7075417 · Denver, CO
  IA RegisteredBroker
• Ponnila ChandrenCRD 6916334 · Charlotte, NC
  Broker
• Dylan Alan ChandresCRD 8188790 · Frisco, TX
  Broker
• Rabiab ChanthavongCRD 3118093 · Denver, CO
  Broker
• Jacob Clark ChapmanCRD 8194215 · Frisco, TX
  Broker
• Loni Ja-Na' CheeksCRD 7458228 · Charlotte, NC
  Broker
• Vicky Lichi ChenCRD 7022278 · Frisco, TX
  Broker
• William Markee ChencharCRD 7512656 · Frisco, TX
  Broker
• Joel CheryCRD 4780085 · Chicago, IL
  IA RegisteredBroker
• Titan Bekee ChijiokeCRD 7813611 · Frisco, TX
  Broker
• Talent ChikobvuCRD 8175516 · Frisco, TX
  Broker
• Rhonda Michelle ChisholmCRD 8217491 · Charlotte, NC
  Broker
• Myla Emmeline ChoCRD 7548538 · Charlotte, NC
  IA RegisteredBroker
• Scarlet Belle ChristianCRD 7514782 · Frisco, TX
  Broker
• John Michael ChristiansenCRD 8190672 · Charlotte, NC
  Broker
• Malaika Waseem ChughtaiCRD 8034038 · Frisco, TX
  Broker
• Robert Rolf ChuprevichCRD 4309469 · Charlotte, NC
  BrokerRegistration inactive
• William Joseph CiemnyCRD 7542443 · Hackensack, NJ
  IA RegisteredBroker
• Janette Cil-BondingCRD 8114202 · Charlotte, NC
  Broker
• Analiese Belle ClaireCRD 7945849 · Frisco, TX
  Broker
• Alpha Nakai ClarkCRD 6733383 · Frisco, TX
  Broker
• Andrew Lee ClarkCRD 7336716 · Iselin, NJ
  Broker
• James Richard ClarkCRD 7179100 · Denver, CO
  IA RegisteredBroker
• Jeffrey Keith ClarkCRD 8168810 · Frisco, TX
  Broker
• Meghan Mckelvey ClarkCRD 5212721 · Pittsburgh, PA
  IA RegisteredBroker
• Sha'ron Davon ClarkCRD 8008308 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Avery Lauren ClarkeCRD 8090597 · Frisco, TX
  Broker
• Ingrid Dalicia ClayCRD 7366984 · Charlotte, NC
  IA RegisteredBroker
• Kevonte ClayCRD 7639646 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Terri Ann ClaybornCRD 5096543 · Frisco, TX
  Broker
• Christian Kovacs CobosCRD 8209454 · Frisco, TX
  Broker
• Catrina Wiley CollinsCRD 5258259 · Charlotte, NC
  Broker
• Cedric Kenneth CollinsCRD 8142488 · Charlotte, NC
  Broker
• Kalah Dominique CollinsCRD 7395128 · Charlotte, NC
  Broker
• Kevin James CollinsCRD 6307475 · Denver, CO
  Broker
• Justin Thomas ConklingCRD 7378625 · Charlotte, NC
  IA RegisteredBroker
• Daniel Leonard ConmyCRD 1731190 · Princeton, NJ
  Broker
• Courtney Danielle ConnerCRD 6960713 · Frisco, TX
  Broker
• Kathryn Ann ConstantakisCRD 4634680 · Pittsburgh, PA
  IA RegisteredBroker
• Grant Sevier ConwayCRD 6652649 · Charlotte, NC
  IA RegisteredBroker
• Kamesha CookCRD 7224150 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Cotina Williams CooksCRD 6067391 · Charlotte, NC
  Broker
• Jerrod Lurod CooperCRD 7722641 · Frisco, TX
  Broker
• Marc John CoppotelliCRD 1143598 · Columbia, SC
  IA RegisteredBroker
• Shaundrea Michelle CordierCRD 8105134 · Walnut Creek, CA
  IA Registered
• Johnny James CoreCRD 8028549 · Charlotte, NC
  Broker
• Saul Patino CorralesCRD 6806377 · Charlotte, NC
  Broker
• Lori Ellen CorriveauCRD 4357814 · Providence, RI
  IA RegisteredBroker
• Anthony Valentino CorsiCRD 7605860 · Charlotte, NC
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.