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 36 of 52

• Benjamin Robert PeregoCRD 4623082 · Charlotte, NC
  IA RegisteredBroker
• Cameron E PerryCRD 5724166 · Frisco, TX
  IA RegisteredBroker
• Christopher Michael PerryCRD 5420423 · Knoxville, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher Adam Allen PerryCRD 4504629 · Lexington, KY
  IA RegisteredBroker
• Desmond PerryCRD 6058068 · Danbury, CT
  IA RegisteredBroker
• Elizabeth Jennifer PerryCRD 2968783 · Denver, CO
  Broker
• Jackson Edward PetefishCRD 4772226 · Overland Park, KS
  IA RegisteredBroker
• Steve PetsoCRD 2677562 · Charlotte, NC
  Broker
• Cameron S PettigrewCRD 5386080 · Frisco, TX
  Broker
• Jerry Roger PettusCRD 3167287 · Charlotte, NC
  IA RegisteredBroker
• Colin Michael PierceCRD 2618832 · Waltham, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Colman Thomas PierzchalaCRD 4569331 · Charlotte, NC
  IA RegisteredBroker
• Jeffrey Robert PikeCRD 6341684 · Charlotte, NC
  Broker
• Kelli Nicole PlumbCRD 6442934 · Ann Arbor, MI
  IA RegisteredBroker
• John Eric PoeCRD 3099831 · Charlotte, NC
  IA RegisteredBroker
• Kyle PopeCRD 4856001 · Charlotte, NC
  IA RegisteredBroker
• Jill M PopovichCRD 4142539 · New York, NY
  IA RegisteredBroker
• Eric David PorschCRD 4713812 · Frisco, TX
  IA RegisteredBroker
• Eunice PortilloCRD 5228552 · Charlotte, NC
  Broker
• Bryant Antoine PottsCRD 3151053 · Charlotte, NC
  Broker
• Jeremiah Todd PoultonCRD 6176672 · Charlotte, NC
  Broker
• David A. PowellCRD 4144198 · Charlotte, NC
  Broker
• Kaitlyn Charnese PowellCRD 7072886 · Charlotte, NC
  IA RegisteredBroker
• Dashawn Allen PrattCRD 3185201 · Charlotte, NC
  Broker
• Raymond Peter PrendergastCRD 4435295 · Morgantown, WV
  IA RegisteredBroker
• Daniel Morgan PrestonCRD 4566724 · Frisco, TX
  Broker
• Caroline D PriceCRD 4768163 · Charlotte, NC
  Broker
• Lindsey Anne ProkayCRD 5726138 · Charlotte, NC
  IA RegisteredBroker
• Kenneth Edward ProppsCRD 3009798 · Frisco, TX
  Broker
• Ted Charles ProsserCRD 5437577 · Birmingham, AL
  IA RegisteredBroker
• Jessica PruntyCRD 5087329 · Santa Clarita, CA
  IA RegisteredBroker
• Sharon Yvonne PughCRD 3193862 · Philadelphia, PA
  Broker
• Peter Joseph PurcellCRD 2668849 · Hamden, CT
  IA RegisteredBroker
• Jarrett Reid PaceCRD 8172111 · Charlotte, NC
  Broker
• Brandon Michael PachecoCRD 7360235 · Denver, CO
  Broker
• Issaac Padilla CerratoCRD 7626621 · Frisco, TX
  Broker
• Daisy Diana PageCRD 8040365 · Charlotte, NC
  Broker
• Richard Eastwood PageCRD 3118290 · Charlotte, NC
  IA RegisteredBroker
• Daniella Renata Antonietti PaivaCRD 7587161 · Frisco, TX
  Broker
• Jen Bouakeo PakCRD 5182879 · Charlotte, NC
  Broker
• Daniel Israel PalaciosCRD 8038470 · Frisco, TX
  Broker
• Nikola Mirko PalincasCRD 7741243 · Dallas, TX
  IA RegisteredBroker
• Douglas Earl PalmerCRD 7412720 · Frisco, TX
  Broker
• Aleksey Joseph PalumboCRD 7387102 · Little Elm, TX
  IA RegisteredBroker
• Alexander PaluzelliCRD 6237204 · New York, NY
  IA RegisteredRegistration inactive
• Isabelle Rain PaoliCRD 7891394 · Frisco, TX
  Broker
• Tristan PapouyanCRD 7168474 · Alexandria, VA
  IA RegisteredBroker
• Chinky Vasudev PardasanyCRD 4792535 · New York, NY
  Broker
• Kylar Russell PardonCRD 7112500 · Charlotte, NC
  Broker
• Devin Brandy Paris-JonesCRD 7732642 · 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.