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 32 of 52

• Francisco Javier MedinaCRD 7505282 · Frisco, TX
  IA RegisteredBroker
• Dawn Jacqueline MedleyCRD 4946805 · Charlotte, NC
  Broker
• Michelle Annette MedranoCRD 6526724 · Frisco, TX
  Broker
• Rebeca Sandoval MelendezCRD 4178328 · Denver, CO
  IA RegisteredBroker
• Viviana Lourdes MendezCRD 7732043 · Frisco, TX
  Broker
• Elizabeth Mendieta AngelesCRD 7984618 · Charlotte, NC
  Broker
• Alexander MendozaCRD 7858181 · Frisco, TX
  Broker
• April Marie Mendoza-FrancoCRD 8159153 · Frisco, TX
  Broker
• Carolyn Janeth MenjivarCRD 7529153 · Charlotte, NC
  IA RegisteredBroker
• Errol MercadoCRD 4294561 · Charlotte, NC
  Broker
• Gary Thomas MerletteCRD 2558363 · Denver, CO
  IA RegisteredBroker
• Jason Thomas MerliCRD 7354039 · Charlotte, NC
  Broker
• Stuart Yale MershonCRD 5849350 · New York, NY
  Broker
• Jason Michael MertzCRD 6897826 · Denver, CO
  IA RegisteredBroker
• Alexander Durand MetzdorffCRD 7090903 · Frisco, TX
  Broker
• Michael John MeyersCRD 8148204 · Frisco, TX
  Broker
• Karla Selene MezaCRD 5601554 · Frisco, TX
  Broker
• Monquell Andricus MiddletonCRD 7699459 · Frisco, TX
  Broker
• Maya MikaeleCRD 7160175 · Charlotte, NC
  Broker
• Charles Nathan MilianCRD 6831370 · Charlotte, NC
  IA RegisteredBroker
• Brian Joseph MillerCRD 6976162 · Charlotte, NC
  Broker
• Craig Tramaiel MillerCRD 7319482 · Charlotte, NC
  IA RegisteredBroker
• Douglas Kyle MillerCRD 6747572 · Aurora, CO
  IA RegisteredBroker
• Elizabeth Irwin MillerCRD 8144566 · Frisco, TX
  Broker
• Lisa Claire MillerCRD 7560177 · Frisco, TX
  IA RegisteredBroker
• Percy Leon MillerCRD 7908691 · Charlotte, NC
  Broker
• Roland Edward MillerCRD 2989481 · Frisco, TX
  Broker
• Sarah Louise MillerCRD 6974418 · Madison, WI
  Broker
• Courtney Elizabeth Miller-FindleyCRD 6103824 · Mechanicsburg, PA
  IA RegisteredBroker
• Dillon Michael MillsCRD 7824414 · Frisco, TX
  Broker
• Nathaniel Lee MilsonCRD 7891367 · Frisco, TX
  Broker
• Kaymar Deontae MimesCRD 7702985 · Charlotte, NC
  Broker
• Grant Michael MinkCRD 7218578 · Dallas, TX
  IA RegisteredBroker
• Madison Nicole MinnerCRD 7560181 · Denver, CO
  Broker
• Aisha Lamin MintehCRD 8134514 · Frisco, TX
  Broker
• Laura Eugenia MirandaCRD 5856811 · Frisco, TX
  Broker
• Abdulla MirpurCRD 4837500 · Sherman Oaks, CA
  IA RegisteredBroker
• Sayed Farhad MirzadaCRD 3176660 · Holbrook, NY
  IA RegisteredBroker
• Pierce Thomas Daniel MissimoCRD 8119777 · Frisco, TX
  Broker
• Kelly Ann MitchellCRD 6947984 · Charlotte, NC
  Broker
• Shamroze Arif MithaniCRD 7992084 · Frisco, TX
  Broker
• Brenda Tariro MlamboCRD 8052112 · Frisco, TX
  Broker
• Radha MoffittCRD 7339125 · Latham, NY
  IA RegisteredBroker
• Siraj Samee MohammadCRD 8247252 · Frisco, TX
  Broker
• Johnny MojicaCRD 7009297 · Charlotte, NC
  IA RegisteredBroker
• Wageha Abdoul MoktarCRD 7452742 · Frisco, TX
  Broker
• Cheny Jesus MolinaCRD 7682224 · Frisco, TX
  Broker
• Lewanna Eugina MondsCRD 8144578 · Charlotte, NC
  Broker
• Frank Alec-Dane MonroyCRD 8057906 · Frisco, TX
  Broker
• Javier Raul MontanoCRD 7334668 · 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 22, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.