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 13 of 52

• Leeric DayeCRD 4255554 · Providence, RI
  IA RegisteredRegistration inactive
• Ricardo De La CruzCRD 5814159 · Frisco, TX
  Broker
• Elizabeth DelatorreCRD 2431373 · Austin, TX
  IA RegisteredBroker
• Derek Anthony DelorenzoCRD 2426671 · Andover, MA
  Broker
• James J DeatsCRD 4895304 · Jacksonville, FL
  IA RegisteredBroker
• Darrien Jamahn DeeseCRD 7131591 · Atlanta, GA
  IA RegisteredBroker
• Rasheed Hasan DefenseCRD 2374028 · New York, NY
  IA RegisteredBroker
• Aida Maria Del ValleCRD 1845438 · Charlotte, NC
  Broker
• Deny DelgadilloCRD 5800813 · Pasadena, CA
  IA RegisteredBroker
• Tamer Casey DennehyCRD 8046117 · Charlotte, NC
  Broker
• Rejoice DeshuCRD 7851695 · Frisco, TX
  Broker
• Craig Gerard DesimoneCRD 4388144 · Lakewood Ranch, FL
  IA RegisteredBroker
• Samuel Thomas DevenishCRD 7086838 · Frisco, TX
  Broker
• Gabriel Trey DevotoCRD 6303486 · Frisco, TX
  IA RegisteredBroker
• Noah Thomas DibiaseCRD 8085654 · Frisco, TX
  IA RegisteredBroker
• Wesley Mark DialCRD 6636882 · Denver, CO
  Broker
• Daniel Alejandro DiazCRD 7180684 · Frisco, TX
  Broker
• Steven Onasis Diaz RuizCRD 8039886 · Charlotte, NC
  Broker
• Graham Macdonald DickCRD 7816564 · Frisco, TX
  Broker
• Mackenzie Alexander DicksonCRD 7516892 · Charlotte, NC
  Broker
• Joel A DillisCRD 7746594 · Charlotte, NC
  IA RegisteredBroker
• Ruth Ann DimmettCRD 6070251 · Charlotte, NC
  IA RegisteredBroker
• Muhammad DiopCRD 7902009 · Frisco, TX
  Broker
• Rina M DiscepoloCRD 7709623 · Waltham, MA
  Broker
• Bejean Khirenea DiwanCRD 7902973 · Frisco, TX
  Broker
• Joyce Clothilde DoCRD 7585388 · Frisco, TX
  Broker
• Lance Christopher DoblerCRD 5394687 · Durham, NC
  IA Registered
• Kevin Patric DonaghueCRD 6193235 · Amherst, NY
  IA RegisteredBroker
• Matthew Steven DonahoeCRD 6341680 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Umesh Mahesh DongreCRD 7895641 · Charlotte, NC
  Broker
• John Robert DorothyCRD 4791630 · Charlotte, NC
  IA RegisteredBroker
• Michael Damario DorseyCRD 7688698 · Frisco, TX
  Broker
• William Ralph Hong Qiang DouCRD 8024358 · Frisco, TX
  Broker
• Afi Ashley DouhadjiCRD 7680614 · Charlotte, NC
  IA RegisteredBroker
• Evan Andrew DownieCRD 8201901 · Charlotte, NC
  Broker
• David Anthony DoyleCRD 6818975 · Frisco, TX
  Broker
• Joseph Walter DoyleCRD 2998190 · Melville, NY
  IA Registered
• Kevin Michael DoyleCRD 6367483 · Charlotte, NC
  IA RegisteredBroker
• Andrew William DracoulisCRD 8098289 · Frisco, TX
  Broker
• Lukasz DubienczukCRD 7159062 · Charlotte, NC
  Broker
• Faith L DuboseCRD 1249476 · Charlotte, NC
  Broker
• Nathan Eugene DufresneCRD 7207761 · Frisco, TX
  IA RegisteredBroker
• Kristen Nicole DuncanCRD 5134873 · Frisco, TX
  IA RegisteredBroker
• Lance Ingram DunlapCRD 6481696 · Charlotte, NC
  IA RegisteredBroker
• Isai DuranCRD 7881505 · Frisco, TX
  Broker
• Monica Angelica DuranCRD 5721606 · Richardson, TX
  IA RegisteredBroker
• Kyle Joseph DurkinCRD 7114096 · Charlotte, NC
  IA RegisteredBroker
• Christian Oliver DuvickCRD 7290593 · Charlotte, NC
  Broker
• Brandon Leon DysonCRD 5712595 · Dallas, TX
  IA RegisteredBroker
• Borislav DzidzuraCRD 8168886 · 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.