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 33 of 52

• Corliss MonteroCRD 6182622 · Charlotte, NC
  Broker
• Giancarlo MonteroCRD 6738866 · Charlotte, NC
  Broker
• Ashley Nicole MontesdeocaCRD 7655607 · Charlotte, NC
  IA RegisteredBroker
• Pamela Denise MontgomeryCRD 4205378 · Charlotte, NC
  IA RegisteredBroker
• James Michael MooreCRD 7389884 · Cambridge, MA
  IA RegisteredBroker
• Andrew R MoralesCRD 6451139 · Bronx, NY
  IA RegisteredBroker
• Benny Alexander MoralesCRD 7592149 · Frisco, TX
  Broker
• Kenny Ernesto MorenoCRD 5493680 · Frisco, TX
  Broker
• Anabella MorgadoCRD 8161388 · Frisco, TX
  Broker
• Sarah J MorrisonCRD 4397281 · Charlotte, NC
  Broker
• Christopher James MorrisseyCRD 7168709 · Frisco, TX
  Broker
• Eric Nathan MorseCRD 7072950 · Frisco, TX
  Broker
• Zachary Li MorseCRD 7889947 · Frisco, TX
  IA RegisteredBroker
• Monique Renee MortonCRD 7228298 · Charlotte, NC
  Broker
• Joanna Faye Moses-ElliottCRD 6960600 · Charlotte, NC
  Broker
• Sachika MotamarriCRD 7720022 · Cary, NC
  IA RegisteredBroker
• Matthew Alan MotelsonCRD 6123911 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Komal Gopal MotwaniCRD 6618897 · Pasadena, CA
  IA Registered
• Jonel MountcastleCRD 5442727 · Frisco, TX
  Broker
• Andrew Joachim MuellerCRD 7822537 · Frisco, TX
  Broker
• Jake Frederick MuellerCRD 7221266 · Charlotte, NC
  Broker
• Matthew James MulhollandCRD 6206049 · Newtown, PA
  IA Registered
• Nathaniel Alvin MullinsCRD 7683809 · Frisco, TX
  Broker
• Terence James MulveyCRD 8135263 · Charlotte, NC
  Broker
• Niki April Kae MumpowerCRD 6663587 · Charlotte, NC
  IA RegisteredBroker
• Elizabeth Anderson MundayCRD 3256342 · Charlotte, NC
  IA RegisteredBroker
• Robert Sanderson MurdockCRD 8229401 · Charlotte, NC
  Broker
• Jennifer Sakura MurphyCRD 8058395 · Charlotte, NC
  Broker
• Kristin A MurphyCRD 6925543 · Pasadena, CA
  Broker
• Megan Renee MurphyCRD 7696322 · Frisco, TX
  Broker
• Sage Austin MurphyCRD 7629658 · Charlotte, NC
  IA RegisteredBroker
• Tonia Charo MurrellCRD 6075377 · Charlotte, NC
  Broker
• Nisha MusaniCRD 6690398 · Atlanta, GA
  IA RegisteredBroker
• Emmanuel Ademola MustaphaCRD 8035595 · Frisco, TX
  Broker
• Benjamin MyersCRD 6716157 · New York, NY
  IA RegisteredBroker
• Connor Anthony MyersCRD 7911732 · Frisco, TX
  Broker
• Edward Isador MyersCRD 4711965 · Denver, CO
  Broker
• Matthew Miller MyersCRD 8027243 · Frisco, TX
  Broker
• Ronald Fitzgerald MyersCRD 4854257 · Charlotte, NC
  IA RegisteredBroker
• Jonathan Kim NakamotoCRD 5072512 · Honolulu, HI
  IA RegisteredBroker
• Brian Michael NanneyCRD 6032813 · Cordova, TN
  IA RegisteredBroker
• Joshua Ryan NeelyCRD 6548295 · Frisco, TX
  Broker
• Ronald Gary NeemsCRD 2099145 · Iowa City, IA
  IA RegisteredBroker
• Christopher NeighborsCRD 6909916 · Frisco, TX
  Broker
• Michael Edward NeilCRD 3194989 · Littleton, CO
  IA RegisteredBroker
• Matthew Redfern NeilsCRD 2595524 · Denver, CO
  IA RegisteredBroker
• Amber Watkins NelsonCRD 5035111 · Charlotte, NC
  IA RegisteredBroker
• Jordan Philip NelsonCRD 5882132 · Denver, CO
  Broker
• Robert Lee NelsonCRD 5222442 · Denver, CO
  IA RegisteredBroker
• Daphine NemutambweCRD 8016485 · 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.