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 16 of 52

• Christopher Quentin FlorimonteCRD 7464906 · Charlotte, NC
  Broker
• Ethan Scott FlotkoetterCRD 8007598 · Charlotte, NC
  Broker
• Jessica Akemi FlynnCRD 7725727 · Charlotte, NC
  IA RegisteredBroker
• Kaylin Nickelle FontenetteCRD 7591437 · Frisco, TX
  Broker
• Christy Mercer ForbesCRD 4550559 · Charlotte, NC
  Broker
• Tanya Marie ForsytheCRD 5794330 · Phoenix, AZ
  IA RegisteredBroker
• Caillen Lasyrus FortCRD 6327245 · New York, NY
  IA RegisteredBroker
• Joseph Matthew FortinoCRD 1712858 · Ann Arbor, MI
  IA RegisteredBroker
• Jared Michael FosslerCRD 7374992 · Austin, TX
  IA RegisteredBroker
• Rhea Nerissa FosterCRD 5221360 · Charlotte, NC
  IA RegisteredBroker
• Christian Michael FoustCRD 8023031 · Charlotte, NC
  Broker
• Dylan Carter FoustCRD 7535473 · Frisco, TX
  Broker
• James Robert FowlerCRD 5774618 · Latham, NY
  Broker
• Zachary Jamal FowlerCRD 7699448 · Frisco, TX
  Broker
• Robert Charles FranzCRD 7158661 · Charlotte, NC
  BrokerRegistration inactive
• Joel FrasorCRD 2159640 · Chicago, IL
  IA RegisteredBroker
• Aaron Jonathan FrazierCRD 7497691 · Frisco, TX
  IA RegisteredBroker
• Frederick Lemont FreemanCRD 5509926 · Durham, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Jonathan David FreemanCRD 8033970 · Charlotte, NC
  Broker
• Brandon Lynn FrenchCRD 6222372 · Phoenix, AZ
  IA RegisteredBroker
• Shelby Brianna FrenchCRD 7609157 · Charlotte, NC
  Broker
• Kevin Michael FrisbieCRD 6655573 · Denver, CO
  Broker
• William Peter FritzCRD 8111270 · Ellicott City, MD
  IA Registered
• Ashleigh Marie FrohbergCRD 7587886 · Plano, TX
  IA RegisteredBroker
• Justine Scott FrondozoCRD 7720593 · Frisco, TX
  Broker
• Lynsey Michelle FucitoCRD 6288037 · Charlotte, NC
  Broker
• Matthew Alexander James FuerstCRD 8200347 · Charlotte, NC
  Broker
• Kristopher Fulwood-DavisCRD 7492129 · Tampa, FL
  IA RegisteredBroker
• Jocelyn Mackinna FuscoCRD 8187551 · Charlotte, NC
  Broker
• Helena GaffneyCRD 2107993 · Princeton, NJ
  Broker
• Vincent James GaglioCRD 3115925 · Frisco, TX
  Broker
• Francisco Antonio GalanCRD 4486394 · Sherman Oaks, CA
  IA RegisteredBroker
• Rezart GalanxhiCRD 6295295 · Denver, CO
  Broker
• Daniel Patrick GallagherCRD 2049065 · Denver, CO
  Broker
• Adrian Jared GallegosCRD 2990553 · Denver, CO
  Broker
• Robert William GalloCRD 4952000 · Melville, NY
  IA RegisteredBroker
• Jose Daniel GarciaCRD 4986960 · Frisco, TX
  Broker
• Yalina GarfioCRD 3118078 · Denver, CO
  Broker
• David Thomas GarrisonCRD 5784455 · Denver, CO
  Broker
• Jessica Guthrie GayCRD 6761203 · Denver, CO
  IA RegisteredBroker
• Michael John GeorgeCRD 5760282 · Charlotte, NC
  IA RegisteredBroker
• Jan Lee GettoCRD 2714455 · Oyster Bay, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Gregory Peter GiannibasCRD 6137714 · Charlotte, NC
  IA RegisteredBroker
• Konstantine GiannoutsosCRD 2732366 · Walnut Creek, CA
  IA RegisteredBroker
• Abram Michael GibbonsCRD 4701261 · Frisco, TX
  Broker
• Kourtney Kristine GibsonCRD 4553396 · Charlotte, NC
  Broker
• William Kyle GibsonCRD 5702958 · Frisco, TX
  IA RegisteredBroker
• Charles Raymond GilliamCRD 5052731 · Frisco, TX
  Broker
• Trevor Lee GilmanCRD 6500167 · Arlington, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Jamila A GladdenCRD 5582445 · 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.