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 28 of 52

• Jennifer Linares RamirezCRD 7876587 · Frisco, TX
  Broker
• Sean Osborne LinderCRD 7697258 · Charlotte, NC
  Broker
• Troy Shane LindseyCRD 8168924 · Frisco, TX
  Broker
• Stacy Marie LinnemanCRD 4148246 · Philadelphia, PA
  IA RegisteredRegistration inactive
• Kellen Rashad LipscombCRD 6730426 · Charlotte, NC
  IA RegisteredBroker
• Darron Norman LittleCRD 6550234 · Charlotte, NC
  Broker
• Agnes LittmannCRD 6971880 · Pineville, NC
  IA RegisteredBroker
• Matthew James LittrellCRD 7643675 · Charlotte, NC
  Broker
• Michael Joseph LoconteCRD 7512161 · Roseland, NJ
  IA RegisteredBroker
• Aaron Grant LoganCRD 4978858 · Frisco, TX
  Broker
• Sharon Ann LolkCRD 5099196 · Newton, NJ
  IA RegisteredBroker
• Elyse Marie LongCRD 7886460 · Charlotte, NC
  IA RegisteredBroker
• Matthew Spencer LongCRD 6808766 · Charlotte, NC
  IA RegisteredBroker
• John Luke LongtineCRD 7544065 · Charlotte, NC
  IA RegisteredBroker
• Cameron Ann LoomisCRD 7749256 · Charlotte, NC
  IA RegisteredBroker
• Alexis Spallone LopezCRD 5860455 · Denver, CO
  Broker
• Luis Alberto LopezCRD 7592042 · Frisco, TX
  Broker
• Olivo Lopez JuarezCRD 8047915 · Frisco, TX
  Broker
• Abby Ann LordCRD 7278367 · Charlotte, NC
  IA RegisteredBroker
• Emberly Nicole LovelessCRD 7029795 · Frisco, TX
  Broker
• Jacob Lawrence LowackCRD 8095597 · Frisco, TX
  Broker
• Michael Christopher LowderCRD 6103782 · Salt Lake City, UT
  IA RegisteredBroker
• William Warren LowryCRD 6730490 · Grand Rapids, MI
  IA RegisteredBroker
• Steven Andres LozanoCRD 8048661 · Charlotte, NC
  Broker
• Simon LuCRD 6054577 · Pasadena, CA
  IA RegisteredBroker
• Camille Rhiann LubicCRD 7594509 · Charlotte, NC
  IA RegisteredBroker
• Daniel Andrew LubyCRD 8013562 · Frisco, TX
  Broker
• Jillian Kimberly LucasCRD 7918190 · Matthews, NC
  IA RegisteredBroker
• Jonathan Jerry Arayata LucasCRD 3164863 · Mckinney, TX
  IA RegisteredBroker
• Brittney LucioCRD 7861971 · Frisco, TX
  Broker
• Gary Jesus LunaCRD 7020814 · Frisco, TX
  Broker
• Eric James LunderCRD 4354877 · Charlotte, NC
  Broker
• Heather Valdez LundquistCRD 6749948 · Denver, CO
  Broker
• Kendrea Marie LusterCRD 7585410 · Frisco, TX
  Broker
• William Peter LusterCRD 6899429 · St Louis, MO
  IA RegisteredBroker
• Rachel Anne Luttrell-SunCRD 6980704 · Frisco, TX
  Broker
• Mark Alan LyczakCRD 6926166 · Frisco, TX
  Broker
• Conor Joseph LydonCRD 7332150 · Philadelphia, PA
  IA RegisteredBroker
• Lisa Katherine LynchCRD 7512609 · Charlotte, NC
  Broker
• Sena Rena Lyons WardCRD 7177104 · Frisco, TX
  Broker
• Yuxian Elva MacalusoCRD 7464014 · Charlotte, NC
  IA RegisteredBroker
• Acklema MahabirCRD 2621188 · Charlotte, NC
  Broker
• Matthew Michael MaherCRD 6224059 · New York, NY
  IA RegisteredBroker
• Collin William MainCRD 5995947 · Spokane, WA
  IA RegisteredBroker
• Moses Francis MaineCRD 5418892 · Charlotte, NC
  IA RegisteredBroker
• Rosaida MaldonadoCRD 1845319 · Charlotte, NC
  Broker
• Althea Marie MaloneyCRD 2543764 · Charlotte, NC
  Broker
• Michael William ManginoCRD 3223453 · Las Vegas, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Marilyn Nalini MangruCRD 2986797 · Charlotte, NC
  Broker
• Shafqat ManirCRD 7652329 · Frisco, 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.