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 18 of 52

• Robert Joseph GathingsCRD 7466613 · Charlotte, NC
  Broker
• Charwana Loraine GauldenCRD 6971128 · Charlotte, NC
  Broker
• Brian Keith GeigerCRD 6578032 · Denver, CO
  Broker
• Jaylen Andrew GentryCRD 7659133 · Bessemer City, NC
  IA RegisteredBroker
• Kenneth Neal GerlachCRD 4145152 · St Louis, MO
  IA RegisteredBroker
• Farhan GhalibCRD 8224443 · Frisco, TX
  Broker
• Randall Wallace GillespieCRD 7683815 · Frisco, TX
  Broker
• Marisa Renee GjurajCRD 8115465 · Charlotte, NC
  Broker
• Rori Denene GodseyCRD 6797812 · Charlotte, NC
  IA RegisteredBroker
• Tomislav GogicCRD 7997639 · Charlotte, NC
  Broker
• Christopher Brock GoinsCRD 8216615 · Charlotte, NC
  Broker
• Tiffany Amber GomezCRD 7728304 · Charlotte, NC
  IA RegisteredBroker
• Alice Geanne GomillionCRD 7512618 · Charlotte, NC
  Broker
• Tia Michelle GonzalesCRD 8141983 · Frisco, TX
  Broker
• Eduardo GonzalezCRD 6915063 · Frisco, TX
  Broker
• Yonair GonzalezCRD 7705304 · Frisco, TX
  Broker
• Chelsea Nichole GoodCRD 8163234 · Charlotte, NC
  Broker
• Paul Thomas GordonCRD 1916591 · Philadelphia, PA
  IA RegisteredRegistration inactive
• Michael Joseph GossCRD 7585455 · Charlotte, NC
  Broker
• Jessica Elaine GraggCRD 8231788 · Charlotte, NC
  Broker
• Gregory John GrassoCRD 1268705 · New York, NY
  IA RegisteredBroker
• Charlotte Elaine GreenCRD 7383328 · Frisco, TX
  Broker
• Elaine Weslee GreenCRD 6561387 · Denver, CO
  Broker
• Kristy Ann GreenCRD 4020954 · Pasadena, CA
  IA RegisteredBroker
• Melcia Floriene GreenidgeCRD 7461290 · Charlotte, NC
  Broker
• Wesley Wright GregoryCRD 7744628 · Frisco, TX
  IA RegisteredBroker
• James Daniel GriffithCRD 1836934 · Dallas, TX
  IA RegisteredBroker
• Cole Stephen GrimesCRD 7371885 · Frisco, TX
  Broker
• Jeffrey Scott GrizerCRD 5895819 · Durham, NC
  IA RegisteredRegistration inactive
• Brandon Matthew GrizzleCRD 7807074 · Charlotte, NC
  Broker
• Ty Lawrence GroganCRD 7859212 · Charlotte, NC
  IA RegisteredBroker
• Dawn Marie GrzybCRD 4124662 · Denver, CO
  Broker
• Neil Christopher GuarniereCRD 4603456 · Fort Worth, TX
  IA RegisteredBroker
• John Andrew GulinoCRD 8111290 · Providence, RI
  IA Registered
• Roderick Louis GulleyCRD 6989045 · Frisco, TX
  Broker
• Tara Alyssia GurrCRD 6174045 · Boca Raton, FL
  IA RegisteredBroker
• Matthew Aaron HaasCRD 4225759 · Saint Matthews, KY
  IA RegisteredBroker
• Chali Cher HachtelCRD 5917949 · San Leon, TX
  IA RegisteredBroker
• Andrew Alexander HaftekCRD 4810957 · Houston, TX
  IA RegisteredBroker
• Mark Joseph HagenCRD 4346439 · Coralville, IA
  IA RegisteredBroker
• Robert Michael HahnCRD 5293291 · Latham, NY
  IA RegisteredBroker
• Joshua HainesCRD 7826680 · Birmingham, AL
  Broker
• Melissa Ballard HaleyCRD 4390074 · Seattle, WA
  IA RegisteredBroker
• William Richard HallCRD 5923209 · Portland, OR
  IA RegisteredBroker
• Ryan J HallowellCRD 5089182 · Grand Rapids, MI
  IA RegisteredBroker
• Alex Stuart HamillCRD 5714437 · Amherst, NY
  IA RegisteredBroker
• David Wade HamiltonCRD 1475162 · Frisco, TX
  Broker
• Brandon Scott HandyCRD 4491176 · Salt Lake City, UT
  IA RegisteredBroker
• Stuart Scott HansenCRD 3231658 · Charlotte, NC
  IA RegisteredBroker
• Dawson Macrae HardieCRD 7863970 · 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.