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 17 of 52

• Gregory Allan GlassmanCRD 6187840 · Charlotte, NC
  Broker
• Stacey Ann GlaubCRD 4273077 · Charlotte, NC
  IA RegisteredBroker
• John GloriosoCRD 4292271 · Fairfax, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Mark Christopher GoldenCRD 2074732 · Boston, MA
  IA RegisteredBroker
• Lorena GomezCRD 6247876 · Frisco, TX
  Broker
• Elizabeth Marianne GonzalesCRD 2746360 · Colleyville, TX
  IA RegisteredBroker
• Aida Corinne GonzalezCRD 3129125 · Radnor, PA
  IA RegisteredBroker
• Mario Antonio Gonzalez-AyonCRD 6425791 · Ithaca, NY
  IA RegisteredBroker
• Kimberly Kay GoodCRD 3003587 · Denver, CO
  Broker
• Pamela Renita GoodmanCRD 6424694 · Charlotte, NC
  Broker
• Jahleel Kayann GordonCRD 2395176 · North Bethesda, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Dunbar GordonCRD 5408054 · Charlotte, NC
  Broker
• Michael Patrick GostomskiCRD 6409089 · Charlotte, NC
  Broker
• Michael Paul GouliamisCRD 4248214 · Newark, DE
  IA RegisteredBroker
• Lenard Anthony GoviaCRD 2081622 · Charlotte, NC
  Broker
• Andrew Paul GradusCRD 3160316 · Charlotte, NC
  IA RegisteredBroker
• Gary A. J. GrantCRD 2569527 · Charlotte, NC
  Broker
• Kevin R GrantCRD 6392541 · Denver, CO
  Broker
• David Allen GravesCRD 6362501 · Denver, CO
  Broker
• Rashund Abella GreenCRD 4294318 · Huntersville, NC
  IA RegisteredBroker
• Thomas Edward GreenCRD 4951982 · Aubrey, TX
  IA RegisteredBroker
• Edmund O'brien GreenidgeCRD 4493969 · Charlotte, NC
  IA RegisteredBroker
• Russell Darin GreerCRD 4068127 · Frisco, TX
  IA RegisteredBroker
• Donald Joseph GregoryCRD 4365502 · Boston, MA
  IA RegisteredBroker
• Kathleen GregoryCRD 4607473 · Roseland, NJ
  IA RegisteredBroker
• David Karl GrellCRD 6325021 · Frisco, TX
  Broker
• James Andrew GrindoCRD 2771071 · Charlotte, NC
  IA RegisteredBroker
• Jeffrey Lane GrizzardCRD 2595087 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Roberto Andres GroagCRD 5045536 · Pasadena, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Leslie Christine GroganCRD 4163040 · Charlotte, NC
  Broker
• Dahlia GronerCRD 6325480 · Frisco, TX
  Broker
• Matthew Craig GrunwaldCRD 6109756 · Frisco, TX
  Broker
• Christopher Daniel GuerreroCRD 6392464 · Denver, CO
  IA RegisteredBroker
• Victoria GuerreroCRD 4891943 · Denver, CO
  Broker
• Lucien GadouryCRD 2940757 · Hamden, CT
  Broker
• Brian Francis GallagherCRD 1669352 · Winter Park, FL
  IA RegisteredRegistration inactive
• Lisa Corra GalloCRD 1981899 · Roseland, NJ
  IA Registered
• Nicolas Sage GalloCRD 7909644 · Denton, TX
  IA RegisteredBroker
• Travis GalltonCRD 8111281 · Rochester, NY
  IA Registered
• Anvi Satish GandhiCRD 7555538 · Frisco, TX
  Broker
• Jonathan Joel GarciaCRD 6763712 · Frisco, TX
  Broker
• Kira Lise GarciaCRD 7067896 · Charlotte, NC
  Broker
• Nathan Steven GarciaCRD 8195909 · Charlotte, NC
  Broker
• Roxana GarciaCRD 7720594 · Frisco, TX
  Broker
• Thomas Anthony Garcia-MeitinCRD 7262750 · Cambridge, MA
  IA RegisteredBroker
• Michelle Diane GaribayCRD 8163225 · Frisco, TX
  Broker
• Robert Edward GarofoliCRD 4159287 · Portland, ME
  IA RegisteredBroker
• Dakota May GarrityCRD 7067513 · Charlotte, NC
  BrokerRegistration inactive
• Aziah Nathaniel GaskinCRD 8143500 · Charlotte, NC
  Broker
• David Victor GatesCRD 7518588 · Plano, TX
  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.