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 15 of 52

• Casey James FleischCRD 4041223 · Charlotte, NC
  IA RegisteredBroker
• Matthew John FlemingCRD 4622474 · Philadelphia, PA
  IA RegisteredBroker
• Frances Rochelle FletcherCRD 4227790 · Frisco, TX
  Broker
• Paul Thomas FlorianiCRD 1711549 · Charlotte, NC
  IA RegisteredBroker
• Nathan Andrew FloydCRD 7579379 · Ponder, TX
  IA RegisteredBroker
• Brian Paul FordCRD 4687872 · Phoenix, AZ
  IA RegisteredBroker
• Shawn Marie FordCRD 4449698 · Charlotte, NC
  IA RegisteredBroker
• Kyle Jordan FosterCRD 7519273 · Charlotte, NC
  Broker
• Michael Craig FosterCRD 2372321 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Zachary Kale FosterCRD 6500250 · Frisco, TX
  Broker
• Jarrod Glenn FowlerCRD 2801490 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason Charles FoytackCRD 3145965 · State College, PA
  IA RegisteredBroker
• Dillon Paul FrameCRD 6737895 · White Plains, NY
  IA RegisteredBroker
• Leslie Margaret FrankCRD 4313035 · New York, NY
  Broker
• Samaria Elaine FrazierCRD 2972118 · Charlotte, NC
  IA RegisteredBroker
• Chase Reed FrederickCRD 3079887 · Frisco, TX
  Broker
• Megan Anne FreedmanCRD 5031715 · Brooksville, ME
  IA RegisteredBroker
• Karin Ann FriedenCRD 4572072 · New Port Beach, CA
  IA RegisteredBroker
• Andrew Mark FriendsCRD 7218006 · Charlotte, NC
  Broker
• Jd FullerCRD 6066484 · Charlotte, NC
  Broker
• Robert Joseph FumireCRD 6249100 · Charlotte, NC
  Broker
• Jonquil Monique-Renee FunderburkCRD 4776773 · Charlotte, NC
  IA RegisteredBroker
• Jonathan Clay FurchesCRD 4679192 · Charlotte, NC
  Broker
• Jesse Antonio FaggioliCRD 7138978 · Frisco, TX
  IA RegisteredBroker
• Stefani Anne FarmerCRD 6543189 · Charlotte, NC
  Broker
• Linda Dolan FarquharCRD 2405103 · Newark, DE
  IA RegisteredBroker
• Thomas D FarrellCRD 4777363 · Carmel, IN
  IA RegisteredBroker
• Oliver Mckenna FarrisCRD 8168794 · Charlotte, NC
  Broker
• Jeremy Tucker FasuloCRD 6128375 · Charlotte, NC
  Broker
• Steven Ferdinand FattoriniCRD 5109010 · Tacoma, WA
  IA RegisteredBroker
• Daron Tariq FaustCRD 7526280 · Charlotte, NC
  Broker
• Alberto Favalli-RagusiniCRD 7158126 · New York, NY
  IA RegisteredBroker
• Thornton Joseph FayCRD 2857229 · Hamden, CT
  IA RegisteredBroker
• Robyn Jahn FeeCRD 2453449 · New York, NY
  Broker
• Shane Parker FeeneyCRD 8041527 · Charlotte, NC
  Broker
• William Albert FergusonCRD 1851122 · Van Alystne, TX
  IA RegisteredBroker
• Linda Marie FernandezCRD 6084423 · Frisco, TX
  Broker
• Elexys Mika FerreiraCRD 8120606 · Frisco, TX
  IA RegisteredBroker
• Will Brian FieldsCRD 7068645 · Charlotte, NC
  Broker
• Leslie Jo FilsonCRD 1607002 · Charlotte, NC
  Broker
• Sydney Stowers FisherCRD 8056024 · Charlotte, NC
  Broker
• Alexis Jo FitchCRD 8172119 · Frisco, TX
  Broker
• Christopher Robert FitchCRD 7793705 · Frisco, TX
  Broker
• Matthew Joseph FitzpatrickCRD 4034490 · New York, NY
  Broker
• Ronald Mark FlaggCRD 7385889 · Charlotte, NC
  IA RegisteredBroker
• Ashley Nicole FlahertyCRD 7404745 · Charlotte, NC
  Broker
• Candice L FleischoodCRD 5226879 · Philadelphia, PA
  IA Registered
• Patrick Ryan FlemingCRD 7028149 · Charlotte, NC
  IA RegisteredBroker
• Audie FloresCRD 7486158 · Frisco, TX
  Broker
• Ian FloresCRD 7904635 · Charlotte, 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.