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 14 of 52

• Emily DzimwashaCRD 7164022 · Charlotte, NC
  Broker
• Shari EaleyCRD 4832423 · Charlotte, NC
  Broker
• Parker Bounds EarnheartCRD 6997408 · Frisco, TX
  Broker
• Nathanael Raymond EbbsCRD 5805096 · Denver, CO
  Broker
• Christopher Wayne EllerCRD 2496519 · Charlotte, NC
  IA RegisteredBroker
• Ian Mershon EllisCRD 7361041 · Charlotte, NC
  IA RegisteredBroker
• Changa Oronde EllisonCRD 4147257 · Philadelphia, PA
  IA RegisteredBroker
• Daniel James ElmlingerCRD 1811641 · Stamford, CT
  IA RegisteredBroker
• Esperanza V. EspinosaCRD 4173365 · Denver, CO
  Broker
• Bradley Pete EspinozaCRD 6392462 · Denver, CO
  Broker
• Jose D Espinoza RobledoCRD 6566990 · Pasadena, CA
  Broker
• Felton Gernard EvansCRD 4384368 · Frisco, TX
  Broker
• Kerri Renee EvansCRD 2395174 · Charlotte, NC
  Broker
• Zachary T EvansCRD 5457008 · Charlotte, NC
  IA RegisteredBroker
• Sabrina Yvonne EvenoskyCRD 1400266 · Radnor, PA
  Broker
• Hallie Houston EadsCRD 4206290 · Seattle, WA
  IA RegisteredBroker
• Blake Gustave EarlCRD 1986854 · Salt Lake City, UT
  IA RegisteredBroker
• Ciciley Snype EarleyCRD 4819510 · Charlotte, NC
  Broker
• Coyote Evan EchohawkCRD 7878600 · Charlotte, NC
  Broker
• Kenneth Shayne EdgeCRD 7906966 · Frisco, TX
  IA RegisteredBroker
• Christopher Lemuel EdwardsCRD 7710325 · Frisco, TX
  Broker
• Rama Jamal ElasmarCRD 7737158 · Belmont, NC
  IA RegisteredBroker
• Patricia Ann EllerbyCRD 1447752 · Denver, CO
  IA RegisteredBroker
• Carmen Louise ElliottCRD 7839162 · Charlotte, NC
  Broker
• Trenton William ElseaCRD 6917891 · Charlotte, NC
  Broker
• Thomas James EmbergerCRD 8111268 · Washington, DC
  IA Registered
• Linda Jeanne EnglishCRD 6785617 · Seattle, WA
  Broker
• Jesus EnriquezCRD 8020319 · Charlotte, NC
  Broker
• Kyle Westaby EricksonCRD 4640025 · Chicago, IL
  Broker
• Tyler Edward EscalanteCRD 8168781 · Frisco, TX
  Broker
• Ana Valeria EscobarCRD 8103194 · Frisco, TX
  Broker
• Justin Travis EslickCRD 6656591 · Overland Park, KS
  IA RegisteredBroker
• Elizabeth EspinalCRD 4400401 · Princeton, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Rose EugeneCRD 8203543 · Frisco, TX
  Broker
• Stephen Lee EvansCRD 8068813 · Frisco, TX
  Broker
• Kai Leigh EverettCRD 8057146 · Frisco, TX
  Broker
• Elizabeth Rose FaggioliCRD 7085334 · Frisco, TX
  BrokerRegistration inactive
• Sherry Ann FarrandCRD 1085135 · Thornton, CO
  IA RegisteredBroker
• Marjorie FaustinCRD 3250432 · Charlotte, NC
  Broker
• Colin Christopher FeehanCRD 6288923 · Durham, NC
  Broker
• Dwanna Nikia FeltonCRD 5880124 · Frisco, TX
  Broker
• Binbin FengCRD 6573945 · Bellevue, WA
  IA RegisteredBroker
• Willie Tyrone FergusonCRD 4661586 · Charlotte, NC
  IA RegisteredBroker
• Sameer FerrellCRD 2494652 · Sherman Oaks, CA
  IA RegisteredBroker
• Darryl Peter FiasconaroCRD 1887407 · Syracuse, NY
  IA RegisteredBroker
• Giuseppe S FiduciaCRD 2474954 · West Hartford, CT
  IA RegisteredBroker
• Rachel Anne FiedlerCRD 4494443 · Latham, NY
  IA RegisteredBroker
• Richard Morgan FiestCRD 4046736 · Charlotte, NC
  IA RegisteredBroker
• Geoffrey Jay FinkelCRD 4996075 · North Bethesda, MD
  IA RegisteredBroker
• Michael Scott FitzgeraldCRD 2033511 · Hamden, CT
  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.