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 29 of 52

• James Vincent ManiscalcoCRD 2588283 · Philadelphia, PA
  IA RegisteredBroker
• Janet Barrios MarchandCRD 2968753 · Charlotte, NC
  IA RegisteredBroker
• Gregg William MarshCRD 4064886 · Parker, CO
  IA RegisteredBroker
• Debra Rae MartinCRD 2614024 · State College, PA
  IA RegisteredBroker
• Stanley E MartinCRD 6316400 · Charlotte, NC
  Broker
• Jose Antonio Martinez-RinconCRD 7728668 · Charlotte, NC
  IA RegisteredBroker
• Ryan James MartucciCRD 6307430 · Charlotte, NC
  Broker
• Christopher Herman MarxCRD 3157112 · Frisco, TX
  Broker
• Craig William MassicotteCRD 4142623 · Hamden, CT
  IA RegisteredBroker
• William Edward MathersCRD 4372239 · Ann Arbor, MI
  IA RegisteredBroker
• Ryan Lee MathisCRD 4034798 · Durham, NC
  IA RegisteredBroker
• James Edward MatolCRD 1094701 · Iselin, NJ
  IA RegisteredBroker
• Jonathan Cody MattesonCRD 5717199 · Charlotte, NC
  Broker
• Arthea Chenel MatthewsCRD 6432546 · Frisco, TX
  Broker
• Daniel James MatthewsCRD 6245882 · Charlotte, NC
  Broker
• Jon Thomas MaximoCRD 6359065 · Denver, CO
  Broker
• Travis John MayberryCRD 4072168 · Boulder, CO
  IA RegisteredBroker
• Lara Christine MayhewCRD 6141927 · St Louis, MO
  IA RegisteredBroker
• Erika Mary MaynardCRD 5436775 · Roselle, NJ
  IA RegisteredBroker
• Arleasha Lynn MaysCRD 7197358 · Charlotte, NC
  BrokerRegistration inactive
• Robert D Mc MinnCRD 2839003 · Nokomis, FL
  IA RegisteredBroker
• Janet MccabeCRD 1382018 · Melville, NY
  IA RegisteredBroker
• Brian Matthew McdonaldCRD 5681217 · New York, NY
  IA RegisteredBroker
• Eric Niklas McdowellCRD 5263226 · Phoenix, AZ
  IA RegisteredBroker
• Tammie Yvette MceachinCRD 4818310 · Charlotte, NC
  IA RegisteredBroker
• Patrick J McelhattonCRD 3010289 · New York, NY
  IA RegisteredBroker
• Stuart Andrew McgeoughCRD 4751159 · Boca Raton, FL
  IA RegisteredBroker
• Gregory Todd McgraimeCRD 2962513 · Nesconset, NY
  IA RegisteredBroker
• Michael Joseph McguireCRD 2447022 · Ithaca, NY
  IA RegisteredBroker
• Eric Rodney McintyreCRD 2983091 · Denton, TX
  IA RegisteredBroker
• Elizabeth Ann MclaughlinCRD 4651071 · Princeton, NJ
  Broker
• Christopher Donald McleodCRD 5722494 · Chicago, IL
  Broker
• Deirdre Beauchamp McmunnCRD 6482250 · Houston, TX
  Broker
• Patrick James McneeseCRD 4857412 · Frisco, TX
  IA RegisteredBroker
• Tamika R McsweeneyCRD 4607556 · Charlotte, NC
  Broker
• Bruce Alan MearsCRD 4875794 · Philadelphia, PA
  Broker
• James Barron MeekCRD 4809097 · Lexington, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• Ralph Angel MelendezCRD 2375665 · Charlotte, NC
  Broker
• Matthew Charles MeliaCRD 5430214 · Rochester, NY
  IA RegisteredBroker
• Jeffrey MelloneCRD 4980476 · New York, NY
  IA RegisteredBroker
• Jesse Brandon MelvilleCRD 6482252 · Westminster, CO
  IA RegisteredBroker
• Kelly E MichalekCRD 5852089 · Ithaca, NY
  IA RegisteredBroker
• Eric Thomas MichaudCRD 5027755 · Grapevine, TX
  IA RegisteredBroker
• Scott D MickeyCRD 4286135 · Carmel, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Dean MillenderCRD 4763961 · Frisco, TX
  Broker
• Audra L MillerCRD 5167484 · Charlotte, NC
  Broker
• Frederick William MillerCRD 6548294 · Frisco, TX
  Broker
• Jessica H MillerCRD 4188295 · Fort Washington, PA
  IA RegisteredBroker
• Jonathan Randall MillerCRD 5050236 · Fort Worth, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• William John Christian MillerCRD 6469461 · Frisco, TX
  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.