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 43 of 52

• John Andrew SnellCRD 2064359 · Charlotte, NC
  Broker
• Edward Harry SnowCRD 2939232 · Princeton, NJ
  Broker
• Rob Ervin SnyderCRD 3073414 · Jacksonville, FL
  IA RegisteredBroker
• Angel SolisCRD 5247807 · Frisco, TX
  Broker
• Daniel K SooCRD 1981026 · New York City, NY
  IA RegisteredBroker
• Nathanael Mark SouthardCRD 5360665 · Denver, CO
  IA RegisteredBroker
• Albert Nicholas SpanoCRD 2824998 · Denver, CO
  Broker
• Kelvin Anthony SparksCRD 6312570 · Frisco, TX
  Broker
• Anthony L SpencerCRD 4861638 · Charlotte, NC
  Broker
• Edward D SpringerCRD 4393676 · Tampa, FL
  IA RegisteredBroker
• Ivana StanisicCRD 4661246 · Denver, CO
  IA RegisteredBroker
• Peter StankovichCRD 4954439 · Bellevue, WA
  IA RegisteredBroker
• Chad Michael SteinCRD 4156372 · Aurora, IL
  IA RegisteredBroker
• Eric Brandon StephenCRD 3197951 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas Patrick SternCRD 6323563 · Charlotte, NC
  Broker
• Kent A SternbergCRD 3085433 · Denver, CO
  IA RegisteredBroker
• Brent Kyle StevensCRD 4794431 · Denver, CO
  IA RegisteredBroker
• Robert Chadwick StevensCRD 2992216 · Charlotte, NC
  IA RegisteredBroker
• Bryan Scott StevensonCRD 5295821 · Charlotte, NC
  IA RegisteredBroker
• Quonte Deshun StevensonCRD 4505844 · Charlotte, NC
  Broker
• Robbie A StevensonCRD 5202523 · Charlotte, NC
  Broker
• Christopher Eugene StickrodCRD 4627958 · Evanston, IL
  IA RegisteredBroker
• Michael Kyle StillieCRD 2916026 · Charlotte, NC
  Broker
• Boyd W StoneCRD 5908070 · Frisco, TX
  Broker
• Cory Jay StorksonCRD 4190352 · Charlotte, NC
  Broker
• Jerry Walter StowersCRD 3247350 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Peter Tremain StrattonCRD 2571909 · Collegeville, PA
  IA RegisteredBroker
• Kristina Liang SunCRD 8145629 · Frisco, TX
  Broker
• Bridgette Elise SweeneyCRD 5804193 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Michelle Ann SwigerCRD 4260916 · Morgantown, WV
  IA RegisteredBroker
• Christopher Andrew SzarazCRD 4856883 · Denver, CO
  Broker
• Michelle Renee SzczepanskiCRD 6527213 · Pittsburgh, PA
  Broker
• Matthew Tauno SaariCRD 5278901 · Waltham, MA
  Broker
• Jonathan James SaavedraCRD 7616851 · Frisco, TX
  Broker
• Jannatul Ferdous SachiCRD 7983943 · Charlotte, NC
  Broker
• William Holland SadlerCRD 7141041 · Charlotte, NC
  IA RegisteredBroker
• Logan Jared SaenzCRD 7656428 · Frisco, TX
  Broker
• Jacob Todd SagmoeCRD 7387077 · Charlotte, NC
  Broker
• Breshantis Louise SakaCRD 7906727 · Charlotte, NC
  Broker
• Desiree Janel SalasCRD 5212577 · Frisco, TX
  Broker
• Timothy John SalataCRD 1971707 · Chicago, IL
  Broker
• Bellavia Hercilia SalcidoCRD 6437575 · Frisco, TX
  Broker
• Priscilla Damaris SalgueroCRD 6527662 · Charlotte, NC
  Broker
• Alondra Estefania SalinasCRD 7863839 · Charlotte, NC
  Broker
• Sergio SalinasCRD 7298758 · Frisco, TX
  Broker
• Thomas James SampsonCRD 7573810 · New York, NY
  IA RegisteredBroker
• Kahlefah Sarafina SamuelCRD 8159117 · Frisco, TX
  Broker
• Shaun Gabriel SamuelsCRD 6979626 · Phoenix, AZ
  IA RegisteredBroker
• Angel Sanchez TorresCRD 7903021 · Frisco, TX
  Broker
• Jennie Irene SandersCRD 4154891 · Austin, TX
  IA Registered

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.