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 22 of 52

• Avril Elizabeth HoweCRD 6909047 · Durham, NC
  Broker
• Scott Timothy HueberCRD 6421638 · Syracuse, NY
  IA RegisteredBroker
• Christian Alexander HughesCRD 7813614 · Frisco, TX
  Broker
• Mackenzie Huish-CaseyCRD 4763138 · Salt Lake City, UT
  IA RegisteredBroker
• William Kyle HunickeCRD 4515507 · Charlotte, NC
  IA RegisteredBroker
• Carlton Irving HuntCRD 8114813 · Charlotte, NC
  Broker
• Olivia Faith HuntCRD 8167052 · Charlotte, NC
  Broker
• Rosalind Dana Hurdle-MedlinCRD 1929303 · Charlotte, NC
  Broker
• Craig Alan HurleyCRD 2526810 · Evanston, IL
  IA RegisteredBroker
• An Quang HuynhCRD 8033979 · Charlotte, NC
  Broker
• Chau Ngoc HuynhCRD 7644829 · Frisco, TX
  Broker
• Dat Thanh HuynhCRD 7646010 · Charlotte, NC
  Broker
• Brenden HwangCRD 7894294 · Frisco, TX
  Broker
• Adam Christopher HyattCRD 7029325 · Charlotte, NC
  Broker
• Thayer Procyson HylandCRD 5278468 · Denver, CO
  IA RegisteredBroker
• Erik Bendix IbsenCRD 5108627 · Charlotte, NC
  IA RegisteredBroker
• Peter Matthew ImhofCRD 3162831 · Charlotte, NC
  IA RegisteredBroker
• Ani Nya InyangCRD 5076820 · Washington, DC
  IA RegisteredBroker
• Elena Maria IrimiaCRD 1223055 · Metairie, LA
  IA RegisteredBroker
• Michael IrionCRD 5456559 · Denver, CO
  IA RegisteredBroker
• Sara Hodges IsmartCRD 5121122 · Baltimore, MD
  BrokerRegistration inactive
• Asena Brooke IdeusCRD 7648774 · Charlotte, NC
  Broker
• Songar Menne IdeusCRD 7012224 · Frisco, TX
  Broker
• Eileen Iglecias-PachecoCRD 7867662 · Charlotte, NC
  Broker
• Scott Anthony IlckenCRD 6984077 · Frisco, TX
  Broker
• Katelyn Jean InmanCRD 8028547 · Charlotte, NC
  Broker
• Jeremy Ross IntiharCRD 5040823 · Charlotte, NC
  Broker
• Anthony Joseph InzeroCRD 6022496 · Hamden, CT
  IA RegisteredBroker
• Kevin William IobbiCRD 6965766 · Charlotte, NC
  IA Registered
• Candace Ann IshmellCRD 6819031 · Charlotte, NC
  Broker
• Jacob B IsraelCRD 7027545 · Frisco, TX
  IA RegisteredBroker
• Mashah B IsraelCRD 7938039 · Frisco, TX
  Broker
• Mandy Michelle IvyCRD 8122425 · Frisco, TX
  Broker
• Kathie A. JacksonCRD 4593069 · Charlotte, NC
  Broker
• Paul Anthony JacksonCRD 2519338 · Frisco, TX
  Broker
• Raquel Sherise JacksonCRD 2994465 · Charlotte, NC
  Broker
• Tina Shaniece JacksonCRD 6638386 · Charlotte, NC
  IA RegisteredBroker
• Paul Charles JacobsonCRD 3011784 · New York, NY
  IA RegisteredBroker
• Saahil Kumar JainCRD 6397597 · San Diego, CA
  IA RegisteredBroker
• Brandon Michael JamesCRD 7808365 · Charlotte, NC
  IA RegisteredBroker
• Stephen Charles JanakCRD 4190124 · Houston, TX
  IA RegisteredBroker
• Ellis Arnaz JeffersonCRD 3109728 · Charlotte, NC
  Broker
• Brian Clint JenkinsCRD 4892762 · Charlotte, NC
  Broker
• Susan Renee JenkinsCRD 4250785 · Charlotte, NC
  IA RegisteredBroker
• Matthew Dean JohansenCRD 4046669 · Melbourne, FL
  IA RegisteredBroker
• Michael David JohanssonCRD 6384074 · Salt Lake City, UT
  IA RegisteredBroker
• Traci Nichole JohnsonCRD 8147427 · Frisco, TX
  Broker
• Tyler Gregory JohnsonCRD 7469423 · Charlotte, NC
  IA RegisteredBroker
• Evan Richard JonasCRD 6070296 · Cramerton, NC
  IA RegisteredBroker
• Kayla Lea JonesCRD 6424649 · 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.