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 35 of 52

• Michael Obinna OkamCRD 5259080 · Charlotte, NC
  Broker
• Robin Frederick OlesCRD 5793998 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Lance Kenneth OlsonCRD 5820656 · Fargo, ND
  IA RegisteredBroker
• Christopher Patrick OneillCRD 4773614 · Princeton, NJ
  IA RegisteredBroker
• Allison Adair OpielaCRD 4734480 · Denver, CO
  Broker
• Matthew Thomas OrfCRD 3254475 · Charlotte, NC
  IA RegisteredBroker
• Francisco Javier OrnelasCRD 5213946 · Denver, CO
  IA RegisteredBroker
• Douglas Pollinger OrnsteinCRD 6459828 · Charlotte, NC
  IA RegisteredBroker
• Joann Madalena OrtegaCRD 3207629 · New York, NY
  Broker
• Kendall Tait OvertonCRD 8070907 · Charlotte, NC
  Broker
• Jeffrey Paul OverwegCRD 5442126 · Charlottesville, VA
  Broker
• Timothy Lee OatesCRD 4927575 · Gainesville, FL
  Broker
• Ebony Alyson OguinnCRD 7302148 · Frisco, TX
  Broker
• Intaek OhCRD 6209515 · New Providence, NJ
  IA RegisteredBroker
• Ana Rebeca OlivaresCRD 7638017 · Frisco, TX
  Broker
• Charles William OliverCRD 7994938 · Charlotte, NC
  Broker
• Nicholas Anthony OliverCRD 7855367 · Frisco, TX
  Broker
• Ruhail Mendoza OliverCRD 7737262 · Charlotte, NC
  Broker
• Spencer Christian OliverCRD 2641227 · Bentonville, AR
  IA RegisteredBroker
• Nolan Lee OllisCRD 6834420 · Frisco, TX
  Broker
• Joshua Godfrey OlogholaCRD 8236182 · Frisco, TX
  Broker
• Michael James OlsonCRD 7569898 · Denver, CO
  Broker
• Denis OmanovicCRD 7646781 · Charlotte, NC
  Broker
• Liana Jean OneilCRD 3246260 · Denver, CO
  IA RegisteredBroker
• Oluwaseyi Ikhianose OnikolaCRD 7363175 · Frisco, TX
  Broker
• Chukwuemeka Matthew OnyiaCRD 6215234 · Atlanta, GA
  IA RegisteredBroker
• Nicholas Levon OrangeCRD 4608955 · Charlotte, NC
  IA RegisteredBroker
• Andres Mauricio OrellanaCRD 8150267 · Frisco, TX
  Broker
• Juana Jazmin Orta GuadianaCRD 8090570 · Frisco, TX
  Broker
• Maria Elena OrtizCRD 7151167 · Denver, CO
  Broker
• Zion Ofure Osaro-AliuCRD 8037413 · Frisco, TX
  Broker
• Alexandra OspinaCRD 6556055 · Charlotte, NC
  Broker
• William Nwabenu OssaiCRD 8033975 · Frisco, TX
  Broker
• Marcelo Andres OstriaCRD 7512601 · Frisco, TX
  Broker
• Elliot Elan Martin OtelsbergCRD 5876114 · Charlotte, NC
  IA RegisteredBroker
• Steven Lee OuelletteCRD 3097753 · Charlotte, NC
  IA Registered
• Jennifer Nicole OverhoffCRD 4790030 · Pasadena, CA
  IA RegisteredBroker
• Eloho Isimeme OvhoriCRD 8201407 · Charlotte, NC
  Broker
• Austin Peter OwensCRD 8182893 · Charlotte, NC
  Broker
• Adalberto Padilla PadillaCRD 6304580 · Pasadena, CA
  Broker
• Terry Mark PaitCRD 2454627 · Charlotte, NC
  Broker
• James Allan PalenCRD 6168046 · Pasadena, CA
  Broker
• Carolina Paramo AguileraCRD 6551408 · Fairfax, VA
  IA RegisteredBroker
• Daniel D ParentCRD 5096028 · San Diego, CA
  IA RegisteredBroker
• Roneshia Mazyck ParkerCRD 4720753 · Charlotte, NC
  Broker
• Zachary M ParoffCRD 5908047 · Frisco, TX
  Broker
• Scott Michael PaulCRD 7672904 · Charlotte, NC
  IA RegisteredBroker
• Jordan Pablo PavlidesCRD 5604736 · Providence, RI
  IA RegisteredBroker
• Rashelle Dawnn PearsonCRD 4302539 · Denver, CO
  IA RegisteredBroker
• Timothy PedreroCRD 2992898 · New Brunswick, NJ
  IA RegisteredBroker
  Disclosure event(s) on record

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.