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 30 of 52

• James Herbert MillevilleCRD 2137195 · Littleton, CO
  IA RegisteredBroker
• Jamie Elyse MinerviniCRD 6196733 · Frisco, TX
  Broker
• Lisa Michelle MirandaCRD 5093619 · Richmond, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Collette Susan MitchellCRD 4551713 · Bloomington, MN
  IA RegisteredBroker
• Robert Ellis MitchellCRD 6125231 · State College, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian H MoellerCRD 2575381 · New York, NY
  Broker
• Karen MonteiroCRD 4353247 · Denver, CO
  Broker
• Christopher Lee MonteverdiCRD 4192934 · Charlotte, NC
  Broker
• Brian Scott MontgomeryCRD 6484476 · Charlotte, NC
  Broker
• Johnathan Dewitt MooreCRD 5431893 · Frisco, TX
  Broker
• Kristine Lynet MoralesCRD 2109010 · Frisco, TX
  Broker
• Jesse Emerson MorenoCRD 5626253 · Frisco, TX
  Broker
• Conda Shereen MorganCRD 4832540 · Charlotte, NC
  Broker
• Khalil Domonique MorganCRD 7130706 · Charlotte, NC
  IA RegisteredBroker
• Gregory Austin MorrisCRD 5442064 · Indian Land, SC
  IA RegisteredBroker
• Matthew Wayne MorrisCRD 5287518 · Denver, CO
  Broker
• Hakyun O. MorrisseyCRD 4051870 · Waltham, MA
  IA RegisteredBroker
• David Edward MossCRD 6336829 · Denver, CO
  Broker
• Sean Scott MossmanCRD 4366020 · Richardson, TX
  IA RegisteredBroker
• Jonathan Phillip MoyerCRD 4658619 · Amherst, NY
  IA RegisteredBroker
• Christopher Jon MuellerCRD 5712976 · Charlotte, NC
  Broker
• Jens Carsten MuellerCRD 4163721 · Charlotte, NC
  IA RegisteredBroker
• Leigh Slaton MumfordCRD 2380698 · New York, NY
  Broker
• Jocelyn Brown MungroCRD 4265567 · Charlotte, NC
  Broker
• Paul Francis MurawskiCRD 5849683 · Charlotte, NC
  Broker
• Robert Gordon MurdockCRD 4682367 · Charlotte, NC
  IA RegisteredBroker
• Julio MurgaCRD 4659760 · Providence, RI
  IA RegisteredBroker
• Maureen Elizabeth MurphyCRD 3154922 · Waltham, MA
  Broker
• Stewart Kenneth MurrayCRD 4483726 · Charlotte, NC
  Broker
• Jeffrey Joseph MusellCRD 5427286 · Denver, CO
  Broker
• Ji Hyun MaCRD 7427647 · Frisco, TX
  Broker
• Aidan Jesse MabungaCRD 7790668 · Concord, NC
  IA RegisteredBroker
• Kullen Mckay MacdonaldCRD 7915365 · Charlotte, NC
  Broker
• Duncan Thorpe MacfarlaneCRD 7825067 · Frisco, TX
  Broker
• Seth Alexander MachacekCRD 8199321 · Frisco, TX
  Broker
• Lucas Saraiva MacielCRD 7593840 · New York, NY
  Broker
• Andrew R MaddenCRD 5097450 · Pittsburgh, PA
  IA RegisteredRegistration inactive
• Frank Sylvester MaddyCRD 8049406 · Charlotte, NC
  Broker
• Matthew Alexander MadridCRD 7932775 · Charlotte, NC
  Broker
• Alexandra Grace MadsenCRD 6937584 · Castle Rock, CO
  IA RegisteredBroker
• Tafadzwa Amon MagunjeCRD 8052110 · Frisco, TX
  Broker
• Jordan Pamanand MaharanaCRD 7164878 · Charlotte, NC
  Broker
• Matthew David MakowskiCRD 5843141 · New York, NY
  IA RegisteredRegistration inactive
• Naomi Elizabeth MalcolmCRD 8122162 · Charlotte, NC
  Broker
• Carlos Alberto MaldonadoCRD 7603815 · Charlotte, NC
  Broker
• Roberto Carlo MaldonadoCRD 6826732 · Charlotte, NC
  Broker
• Alyssa Antoinette MaloneyCRD 7007581 · Charlotte, NC
  Broker
• Jessica Christine ManardCRD 5207688 · Philadelphia, PA
  IA RegisteredBroker
• Yuviza Manchola-EscobarCRD 7440139 · Iselin, NJ
  Broker
• Amy Dawn MancusoCRD 4492170 · 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.