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 37 of 52

• James Lee ParkCRD 6787766 · Ann Arbor, MI
  IA RegisteredBroker
• Jun Young ParkCRD 6428712 · Frisco, TX
  IA RegisteredBroker
• Ella Dean ParkerCRD 7511383 · Frisco, TX
  Broker
• Kira Diane ParkerCRD 7434142 · Charlotte, NC
  Broker
• Lynsey Dianne ParkerCRD 4802659 · Charlotte, NC
  Broker
• Tamica ParkerCRD 7904375 · Charlotte, NC
  Broker
• Carlon Duane ParksCRD 2876158 · Denver, CO
  IA RegisteredRegistration inactive
• Micah Robert Anthony ParksCRD 7563922 · Charlotte, NC
  IA RegisteredBroker
• Phadra Shalia ParoffCRD 8165248 · Frisco, TX
  Broker
• Andrea Carolina ParraCRD 8168807 · Frisco, TX
  Broker
• Julie Laura ParrishCRD 7073767 · Charlotte, NC
  Broker
• Tucker Lee ParrishCRD 7746677 · Waxhaw, NC
  IA RegisteredBroker
• Dhrupal Bharatkumar PatelCRD 8173230 · Charlotte, NC
  Broker
• Dhruvi Sumeet PatelCRD 7968496 · Charlotte, NC
  Broker
• Manharlal PatelCRD 6915870 · Frisco, TX
  BrokerRegistration inactive
• Pritesh Jayantilal PatelCRD 7414891 · Frisco, TX
  Broker
• Rafiq Yusef PattersonCRD 7740004 · Charlotte, NC
  Broker
• Alicia Marissa PaulCRD 8068816 · Charlotte, NC
  Broker
• Andres Eduardo PazosCRD 8018811 · Charlotte, NC
  Broker
• Shaquita Dekendra PearceCRD 7440128 · Charlotte, NC
  Broker
• Jacob Joseph PearnCRD 8053122 · Charlotte, NC
  Broker
• Jonathan Richard PearnCRD 2468810 · Denver, CO
  IA RegisteredBroker
• Sean Patrick PedernalesCRD 7221278 · Charlotte, NC
  Broker
• Arden Lynn PegelowCRD 8086949 · Mooresville, NC
  IA RegisteredBroker
• Roberto Luis PerdomoCRD 6834416 · Atlanta, GA
  IA RegisteredBroker
• Kaiden James PerdueCRD 8230371 · Frisco, TX
  Broker
• Itallo Roiz Fernandes PereiraCRD 7356422 · Lewisville, TX
  IA RegisteredBroker
• Eduardo PerezCRD 7909523 · Frisco, TX
  Broker
• Omar Trinidad PerezCRD 7483154 · Frisco, TX
  Broker
• Anne Marie PerleyCRD 6367109 · Portland, ME
  IA RegisteredBroker
• Colin Andrew PerrinCRD 7729006 · New York, NY
  IA RegisteredBroker
• Foster Hames PerryCRD 8175796 · Frisco, TX
  Broker
• Levi Joshua David PerryCRD 7411748 · Charlotte, NC
  IA RegisteredBroker
• Rafael Reginald PersadCRD 7583466 · Frisco, TX
  Broker
• Lisa Marie PetronioCRD 5703561 · Amherst, NY
  IA RegisteredBroker
• Dragana PetrovicCRD 7182199 · Washington, DC
  IA RegisteredBroker
• Rodney Octave PettusCRD 3238808 · Charlotte, NC
  Broker
• An T PhamCRD 8017410 · Charlotte, NC
  Broker
• Marianella Agatha Luisa PhilipsCRD 7467442 · Charlotte, NC
  Broker
• Thomas Plamparampil PhilipsCRD 7911902 · Frisco, TX
  Broker
• William David PhilpottCRD 7823249 · Frisco, TX
  Broker
• Dennis PicconeCRD 6090220 · Radnor, PA
  IA RegisteredBroker
• Alexander Joseph PickCRD 7909524 · Frisco, TX
  Broker
• Justin Hunter PierceCRD 6718113 · Lawrence, KS
  Broker
• Kevin Jerome PierreCRD 4255214 · Frisco, TX
  Broker
• Nicole Marie PillaiCRD 8023939 · Frisco, TX
  Broker
• Alec Pennington PisoniCRD 7003859 · Frisco, TX
  BrokerRegistration inactive
• Fernando Miguel Piza SalmeronCRD 7366895 · Charlotte, NC
  Broker
• Holden Ronald PlacideCRD 7993578 · Charlotte, NC
  Broker
• Katelyn Jane PleasantCRD 7389093 · Charlotte, NC
  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.