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 31 of 52

• James Alan MandlerCRD 6653942 · Chicago, IL
  Broker
• Paola ManganielloCRD 4256408 · Stamford, CT
  IA RegisteredRegistration inactive
• Jennifer Lynn ManganoCRD 7659359 · Chicago, IL
  Broker
• Damon Demetrius ManningCRD 7830968 · Frisco, TX
  Broker
• Aluenge Nadia ManyangCRD 8083275 · Frisco, TX
  Broker
• Christian MaracinaruCRD 6458574 · Phoenix, AZ
  IA RegisteredBroker
• Lucas Kliemaschewsk Olivei MarinhoCRD 8168806 · Charlotte, NC
  Broker
• Jason Alan MarketCRD 6349700 · Charlotte, NC
  Broker
• Anthony Joseph MarkuszCRD 6287520 · Syracuse, NY
  IA RegisteredBroker
• Dana Katherine MarloweCRD 7207467 · Mckinney, TX
  IA RegisteredBroker
• James Robert MarronaroCRD 6478200 · Princeton, NJ
  IA RegisteredBroker
• David Carl MarsocciCRD 7073340 · Charlotte, NC
  Broker
• Michelle Lynn MartinCRD 5850837 · Charlotte, NC
  Broker
• Marcio MartinsCRD 6384372 · Providence, RI
  IA RegisteredBroker
• Vincent MartorelloCRD 6129876 · West Palm Beach, FL
  IA RegisteredRegistration inactive
• Gavin Charles MasaCRD 8100026 · Charlotte, NC
  IA RegisteredBroker
• Vincent MasonCRD 6339390 · Charlotte, NC
  Broker
• Luigia MassaroCRD 5130080 · Princeton, NJ
  IA RegisteredBroker
• Brenda Lizbeth MatamorosCRD 7025228 · Frisco, TX
  Broker
• Andrea Diane MatherCRD 6985170 · Denver, CO
  Broker
• Joseph Alexander MathewsCRD 7713520 · Charlotte, NC
  Broker
• Andrea MatiCRD 6771076 · West Hartford, CT
  IA RegisteredBroker
• Mason Antonio MatosCRD 8098213 · Frisco, TX
  IA RegisteredBroker
• Malik Asad MattisonCRD 7731062 · Charlotte, NC
  Broker
• Gabriel Austin MauricioCRD 8077238 · Frisco, TX
  Broker
• Panashe Brendon MawireCRD 7818837 · Frisco, TX
  Broker
• Jason Daniel MayCRD 5045438 · Frisco, TX
  IA RegisteredBroker
• Katherine Grace MazzuccoCRD 6921325 · Charlotte, NC
  IA RegisteredBroker
• Andrew Jonathan McarthurCRD 7234976 · Atlanta, GA
  IA RegisteredBroker
• Carley Merita MccannCRD 8031367 · Frisco, TX
  Broker
• Ryan Alfred MccartneyCRD 6715921 · Charlotte, NC
  IA RegisteredBroker
• Russell Lane McclainCRD 6317200 · Charlotte, NC
  Broker
• Rosa Lorae MccownCRD 8211774 · Charlotte, NC
  Broker
• Scott Franklin MccullahCRD 841702 · Pasadena, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael William MccullochCRD 6649248 · Denver, CO
  Broker
• Katina Joyce McdonaldCRD 7427975 · Charlotte, NC
  Broker
• Douglas Chad McduffieCRD 6929002 · Charlotte, NC
  IA RegisteredBroker
• Mario Dewayne McgeeCRD 7824492 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Tai-Nyiizhea Shawnyaa McgillCRD 7918195 · Charlotte, NC
  Broker
• Debra Jensen MckayCRD 7033894 · Frisco, TX
  Broker
• Matthew John MckennaCRD 7562010 · Philadelphia, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Wilson Gregory MckinneyCRD 7527102 · Charlotte, NC
  IA RegisteredBroker
• Jonathan W McleanCRD 7678583 · New York, NY
  IA RegisteredBroker
• Amber Nicole McneillCRD 6576244 · Durham, NC
  IA Registered
• James Andrew McsweeneyCRD 8211894 · Charlotte, NC
  Broker
• Karen Ramos Perez McelmurryCRD 8196094 · Charlotte, NC
  Broker
• Julia Rachel MeadowCRD 7778360 · Charlotte, NC
  Broker
• Genesis MeaveCRD 7076255 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Cory L MecklerCRD 5084774 · Charlotte, NC
  IA RegisteredBroker
• Sumakar MedikayalaCRD 7744576 · Charlotte, NC
  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.