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 38 of 52

• James Robert PolicastroCRD 8227263 · Charlotte, NC
  Broker
• Dillon Tate PollackCRD 6908878 · Atlanta, GA
  IA RegisteredBroker
• Caroline Gladkowski PollardCRD 7366547 · Frisco, TX
  Broker
• Christina Marie PollardCRD 7920804 · Charlotte, NC
  Broker
• Heath Andrew PolzerCRD 5082873 · Orange, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Natalie Kerley PopeCRD 7111127 · Charlotte, NC
  Broker
• Melisa Maria Portillo LeonardiCRD 7306344 · Salt Lake City, UT
  IA RegisteredBroker
• Evan Jared PotashCRD 5588820 · Newtown, PA
  IA RegisteredBroker
• Courtney PottsCRD 6067399 · Charlotte, NC
  Broker
• Kenneth Charles PowellCRD 5261046 · Frisco, TX
  Broker
• Alicia Quinn PowersCRD 5027237 · Princeton, NJ
  Broker
• Heather Leesann PowersCRD 7698203 · Charlotte, NC
  Broker
• Natalie Maria PrattCRD 2956732 · Charlotte, NC
  Broker
• Nicholas Daniel PreloskyCRD 7157815 · Portland, OR
  IA RegisteredBroker
• Michael Paul PrenticeCRD 7514803 · Lewisville, TX
  IA RegisteredBroker
• Nathaniel Alexandre PrevalCRD 6971149 · Charlotte, NC
  Broker
• Maxwell Alexander ProbstCRD 8006188 · Charlotte, NC
  Broker
• Ryan R ProkayCRD 5275982 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Jean-Pierre Charles David PrusackCRD 5773412 · New York, NY
  IA Registered
• Marissa Christine PucciCRD 8188791 · Charlotte, NC
  Broker
• Roderick Jason PullumCRD 7709038 · Frisco, TX
  Broker
• Jarrett Matthew PutmanCRD 8219873 · Charlotte, NC
  Broker
• Kevin James PytleskiCRD 6221480 · Chicago, IL
  Broker
• Christopher Alexander QuarlesCRD 4170941 · Frisco, TX
  Broker
• Melissa Ann QueisnerCRD 2532653 · Denver, CO
  Broker
• Jeffrey Alan QueridoCRD 6106093 · White Plains, NY
  IA RegisteredBroker
• Patrick Michael QuinlanCRD 7001693 · Frisco, TX
  Broker
• Luis Gabriel RamirezCRD 3094029 · Charlotte, NC
  Broker
• Travis Aaron RamirezCRD 4596814 · Denver, CO
  Broker
• Vivian Van Thanh RamirezCRD 7264083 · Frisco, TX
  Broker
• Khadijah Dambreville RandallCRD 4607557 · Charlotte, NC
  IA RegisteredBroker
• Martin Edward RandleCRD 2483807 · Frisco, TX
  Broker
• Brian Robert RapackiCRD 5091513 · Wheaton, IL
  IA RegisteredBroker
• Jose M RaposoCRD 5352521 · New Brunswick, NJ
  IA RegisteredBroker
• Tracy Ellen RashfordCRD 2100489 · Latham, NY
  IA RegisteredBroker
• Grant Alexander RasmussenCRD 8011466 · Pasadena, CA
  IA RegisteredBroker
• Mark David RauCRD 4644850 · Baltimore, MD
  IA RegisteredBroker
• James George RauscherCRD 2491348 · Denver, CO
  Broker
• Jeffery Albert ReadyCRD 2652081 · Cincinnati, OH
  IA RegisteredBroker
• Christopher Paul RedaCRD 3270993 · Melville, NY
  IA RegisteredBroker
• Maya A RedaCRD 5113332 · New York, NY
  IA RegisteredBroker
• Jaderius Kendrell ReedCRD 8058994 · Frisco, TX
  Broker
• Kathleen Diane ReedCRD 6463547 · Chicago, IL
  Broker
• Ronnie ReedCRD 6137495 · Charlotte, NC
  IA RegisteredBroker
• Jack Freeman ReetzCRD 2639861 · Cambridge, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Brandon Paul ReevesCRD 7805754 · Belmont, NC
  IA RegisteredBroker
• Christopher Michael RehbergCRD 4359089 · Charlotte, NC
  IA RegisteredBroker
• Justin Douglas ReinkingCRD 4777962 · New York, NY
  Broker
• Tony B RettigCRD 4191096 · Denver, CO
  Broker
• Adam John ReutzelCRD 5911201 · Coralville, IA
  IA RegisteredBroker

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.