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 41 of 52

• Nicholas RodriguezCRD 7625339 · Frisco, TX
  Broker
• Robin RodriguezCRD 5446298 · Pasadena, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• John Charles RogersCRD 6979659 · Charlotte, NC
  Broker
• Louinie Neissa RogersCRD 8053124 · Frisco, TX
  Broker
• Steven Jarrett RogersCRD 4983692 · Charlotte, NC
  IA RegisteredBroker
• Katherine RojasCRD 8169671 · Charlotte, NC
  Broker
• Tonya Marie RollmanCRD 6399084 · Lewisville, TX
  IA RegisteredBroker
• Conner Samuel RomanCRD 7886370 · Charlotte, NC
  Broker
• Michael RomanovCRD 5214582 · New York, NY
  IA RegisteredBroker
• Kelly Anne RooneyCRD 6732680 · Charlotte, NC
  Broker
• Michael David RoordaCRD 5812447 · Rochester, NY
  IA RegisteredBroker
• Jordan Michael RoperCRD 6629525 · Frisco, TX
  Broker
• Meghan Elizabeth RoqueCRD 7621444 · Charlotte, NC
  Broker
• Brian Daniel RoseCRD 3224266 · New York, NY
  Broker
• Frederick Douglas RoseCRD 8126681 · Charlotte, NC
  Broker
• Nina Jeanne RoseCRD 5202578 · Bellevue, WA
  IA RegisteredBroker
• Crystal Latorial RosemanCRD 5228358 · Frisco, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Eric Louis RosemanCRD 7426207 · Denver, CO
  Broker
• Ricky Edward RosenthalCRD 7020477 · Denver, CO
  Broker
• Conner Stephen RosingCRD 7868078 · Frisco, TX
  Broker
• Nicholas Walter RouillardCRD 5820088 · New York, NY
  IA RegisteredBroker
• Emilie Cristina RowandCRD 6444968 · Denver, CO
  IA RegisteredBroker
• Marcus Antawn RoyalCRD 7625329 · Charlotte, NC
  IA RegisteredBroker
• Troy Marshall RozichCRD 4063260 · Charlotte, NC
  IA RegisteredBroker
• Jesus Leonardo RubioCRD 7911733 · Frisco, TX
  Broker
• Saul RuizCRD 7073664 · Frisco, TX
  IA RegisteredBroker
• Mathew Shawn RyanCRD 6796866 · Charlotte, NC
  Broker
• Benjamin Charles RyderCRD 8096447 · Charlotte, NC
  Broker
• Patrick Cain RyderCRD 7114050 · Charlotte, NC
  Broker
• Jennifer Elaine SailorsCRD 2395914 · Houston, TX
  Broker
• Atif Mohammed SakraniCRD 4370702 · Coral Gables, FL
  IA RegisteredBroker
• Jason John SalterCRD 5066781 · Denver, CO
  IA RegisteredBroker
• Janet Lynn SamanCRD 2023858 · New York, NY
  Broker
• Elizabeth Anne SampersCRD 6276813 · Frisco, TX
  Broker
• Daniel David SamsonCRD 4144815 · Providence, RI
  IA RegisteredBroker
• Atunonyele SamuCRD 6317222 · San Diego, CA
  Broker
• Jose Adrian SanchezCRD 2390442 · Melville, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas James SandtCRD 2506544 · Evanston, IL
  IA RegisteredBroker
• Erick SantizoCRD 7094822 · Frisco, TX
  Broker
• Gregory Scott SanvilleCRD 2495765 · Charlotte, NC
  Broker
• Zaki Elias SaoudCRD 5904921 · Hackensack, NJ
  IA RegisteredBroker
• William C SarakatsannisCRD 2466805 · Frisco, TX
  Broker
• Thomas Richey SawyerCRD 4649768 · Frisco, TX
  Broker
• Amy Sue ScarboroughCRD 2984006 · Cambridge, MA
  IA RegisteredBroker
• Frederick August SchaeferCRD 5003979 · Portland, OR
  IA RegisteredBroker
• Gerald John SchieCRD 6339289 · Charlotte, NC
  Broker
• Allen Richard SchiffCRD 2478598 · Charlotte, NC
  IA RegisteredBroker
• James Robert SchlagCRD 2528907 · Roseland, NJ
  IA RegisteredBroker
• Joseph John SchleicherCRD 4191205 · Frisco, TX
  IA RegisteredBroker
• Dawn Marie SchmidtCRD 4684955 · Frisco, TX
  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.