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 12 of 52

• Alison Frances DellingerCRD 3071750 · Charlotte, NC
  Broker
• Louis Jude DelorenzoCRD 4475177 · Providence, RI
  IA RegisteredBroker
• Patrick Ryan DennisCRD 4972342 · Little Rock, AR
  IA RegisteredBroker
  Disclosure event(s) on record
• Neal Alan DennyCRD 5289006 · Frisco, TX
  Broker
• Christopher Daron DeshotelCRD 5303166 · Keller, TX
  IA RegisteredBroker
• Ashley N DeweeseCRD 5916890 · Charlotte, NC
  Broker
• Joseph Thomas Di VicoCRD 4606776 · New York, NY
  IA RegisteredBroker
• Matthew Charles DicroceCRD 6530545 · Cambridge, MA
  Broker
• Stephen Cornell DileoCRD 5810219 · Park Ridge, NJ
  IA RegisteredBroker
• Richard Neil DiodosioCRD 4876675 · Denver, CO
  IA RegisteredBroker
• Michael Christopher DipentaCRD 5132773 · Durham, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Laura DishmanCRD 2939254 · Charlotte, NC
  Broker
• Charlotte Renee DixonCRD 4125131 · Denver, CO
  Broker
• Christine A DixonCRD 4830500 · Charlotte, NC
  IA RegisteredBroker
• Fritz Maximillian DlabikCRD 5907315 · Lawrenceville, GA
  IA RegisteredBroker
• Cary T DoerrCRD 5334468 · Seattle, WA
  IA RegisteredBroker
• Albert Frank DonofrioCRD 1627350 · New York, NY
  IA RegisteredBroker
• Karen Ann DonofrioCRD 6402159 · Princeton, NJ
  IA RegisteredBroker
• Stuart Clivie DonovanCRD 4122736 · Durham, NC
  IA RegisteredBroker
• Michael Stephen DoodyCRD 6178855 · Pineville, NC
  IA RegisteredBroker
• Joy Frances DossCRD 2945027 · Frisco, TX
  Broker
• William Howard DottererCRD 2985402 · Durham, NC
  IA RegisteredBroker
• Verna Lisa Dottin-MaitlandCRD 6446422 · Queens Village, NY
  IA RegisteredBroker
• Brochel Drayton DouglasCRD 5138702 · Charlotte, NC
  Broker
• Vondesa N DrummerCRD 5121411 · Frisco, TX
  Broker
• Heidi Martha DuckworthCRD 4262308 · Mechanicsburg, PA
  IA RegisteredBroker
• Garrett James DunlapCRD 5919481 · Fairfax, VA
  IA RegisteredBroker
• Jason Edward DuponteCRD 4211837 · Waltham, MA
  IA RegisteredBroker
• Kim Tammy DurhamCRD 5416894 · Princeton, NJ
  IA RegisteredBroker
• Heather Angella DyceCRD 6758879 · Frisco, TX
  Broker
• Neelkumar Vipendra DadhaniaCRD 8063723 · Charlotte, NC
  Broker
• Jackson Cole DalrympleCRD 8188208 · Charlotte, NC
  Broker
• Erica Victoria DamatoCRD 6209628 · Huntersville, NC
  IA RegisteredBroker
• Thomas John DamatoCRD 5798022 · Knoxville, TN
  IA RegisteredBroker
• Ryan Shareen DameronCRD 7913834 · Charlotte, NC
  Broker
• Tyler William DameronCRD 7364207 · Charlotte, NC
  Broker
• Mohammad Suleiman DamraCRD 6285066 · Houston, TX
  Broker
• Evan Thomas DanielCRD 7743519 · Frisco, TX
  Broker
• Jeffrey Nelson DanielsCRD 7257603 · Overland Park, KS
  IA RegisteredBroker
• Leon Danelle DanielsCRD 7641703 · Frisco, TX
  Broker
• Lauren Driscoll DanielsonCRD 6559748 · Providence, RI
  Broker
• Nathan Michael DanielsonCRD 7647082 · Frisco, TX
  Broker
• Jacob Edward DaubenmireCRD 7916006 · Charlotte, NC
  IA RegisteredBroker
• Jacob Brandon DavesCRD 7311618 · Frisco, TX
  Broker
• Alex Dupree DavidsonCRD 6951064 · Charlotte, NC
  IA RegisteredBroker
• Bryant Ziegler DavisCRD 8020928 · Charlotte, NC
  Broker
• Kimbreana Christasia DavisCRD 7479788 · Charlotte, NC
  Broker
• Robin Denise DavisCRD 2109911 · Charlotte, NC
  IA RegisteredBroker
• James Alex DawesCRD 2906798 · Lewisville, TX
  IA RegisteredBroker
• Alesia Desiree' DawsonCRD 8129666 · 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.