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 11 of 52

• Elijah Jouse CortesCRD 8009776 · Frisco, TX
  Broker
• Hector Daniel CortezCRD 7298760 · Frisco, TX
  Broker
• Annette CostaCRD 1155147 · New York, NY
  IA RegisteredBroker
• David Lee CottrellCRD 7741237 · Frisco, TX
  Broker
• Ryan Thomas CottrellCRD 7841794 · Frisco, TX
  Broker
• Ryan J CourtwrightCRD 7815449 · Charlotte, NC
  Broker
• Mayra Covarrubias DelgadilloCRD 7428335 · Frisco, TX
  Broker
• Leo James CowieCRD 7816614 · Charlotte, NC
  Broker
• Steven Paul CraditCRD 7809164 · Charlotte, NC
  Broker
• William John CraigCRD 3181326 · Philadelphia, PA
  IA Registered
• William Scott CramptonCRD 4092565 · Aurora, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Jarel Michael CrawfordCRD 8202933 · Charlotte, NC
  Broker
• Denise Annemarie CrispinoCRD 1644062 · Hamden, CT
  IA RegisteredBroker
• Benjamin Daniel CroffordCRD 6275807 · Princeton, TX
  IA RegisteredBroker
• Khalif Elliot CroomCRD 6698657 · Charlotte, NC
  IA RegisteredBroker
• David Michael CrottyCRD 8212813 · Frisco, TX
  Broker
• Stephen Gerard CrowleyCRD 1949678 · Frisco, TX
  Broker
• Michael David CrumbleyCRD 6974417 · Charlotte, NC
  Broker
• Brittany De'ann CrutchfieldCRD 6741266 · Frisco, TX
  Broker
• Sandra Jane CullenCRD 3193504 · Cambridge, MA
  IA RegisteredBroker
• Steffon Peter CumberbatchCRD 6253856 · Charlotte, NC
  IA RegisteredBroker
• Ethan Joel CummingsCRD 8095563 · Charlotte, NC
  IA RegisteredBroker
• Conor Sullivan CunninghamCRD 6290271 · Charlotte, NC
  Broker
• Ben Michael CurcioCRD 7652435 · Frisco, TX
  Broker
• Nicholas Michael CurcioCRD 5588551 · Wheaton, IL
  IA RegisteredRegistration inactive
• Geoffrey Alan CurryCRD 7144690 · Denver, CO
  IA RegisteredBroker
• Ryan Vincent CurthCRD 7428329 · Charlotte, NC
  Broker
• Cole Shawn CurtisCRD 8222437 · Frisco, TX
  Broker
• Dean M CushingCRD 7739244 · Charlotte, NC
  IA RegisteredBroker
• Angela R CutlerCRD 6186475 · Little Rock, AR
  IA RegisteredBroker
• Julian Mauro D AmbrosiCRD 4729324 · New York, NY
  IA RegisteredBroker
• Joanne W. DanckwerthCRD 2105513 · Roseland, NJ
  IA RegisteredBroker
• Darin Lamone DanielsCRD 3136753 · Frisco, TX
  Broker
• Margaret Blakely DanielsCRD 4914497 · Lexington, KY
  IA RegisteredBroker
• Braden Glen DanielsonCRD 5213905 · Spokane, WA
  IA RegisteredBroker
• Sharon Genise DarjeanCRD 4298867 · Frisco, TX
  IA RegisteredBroker
• Philine Weahdi Darwin-KennedyCRD 5229761 · Denver, CO
  IA RegisteredBroker
• James Christopher DashnerCRD 5378833 · Charlotte, NC
  IA RegisteredBroker
• Slava S DavidoffCRD 5721673 · Denver, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Brett Austin DavisCRD 6500168 · Frisco, TX
  Broker
• James George DavisCRD 6548289 · Frisco, TX
  IA RegisteredBroker
• Thomas Graham DavisCRD 5846152 · Hamden, CT
  IA RegisteredBroker
• William Fletcher DavisCRD 2423130 · Pasadena, CA
  IA RegisteredBroker
• William Robert DayCRD 6089241 · Phoenix, AZ
  IA RegisteredBroker
• Jilly DearazaCRD 6082102 · Oak Point, TX
  IA RegisteredBroker
• Gaetano M DefazioCRD 5315907 · Charlotte, NC
  IA RegisteredBroker
• Alexander Cole DehavenCRD 8150241 · Frisco, TX
  Broker
• Thomas M DelaneyCRD 4840362 · Marlton, NJ
  IA RegisteredBroker
• Kathryn Lynn DelkCRD 7271627 · Charlotte, NC
  IA RegisteredBroker
• Jonathan Edward DellCRD 4516773 · Hampstead, NC
  IA RegisteredBroker

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.