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 44 of 52

• Mary Frances SandersonCRD 7028796 · Flower Mound, TX
  IA RegisteredBroker
• Roberto SandovalCRD 5803870 · Frisco, TX
  Broker
• Vanessa SantiagoCRD 8077232 · Frisco, TX
  Broker
• William Michael SatkevichCRD 7000811 · Hyannis, MA
  IA RegisteredBroker
• Dante Daniel SaundersCRD 7983936 · Frisco, TX
  Broker
• Todd Preston SaundersCRD 2518219 · Charlottesville, VA
  IA RegisteredBroker
• Addysen Annarose SawatzkyCRD 8040362 · Frisco, TX
  Broker
• Jacob Tyler SawyerCRD 6744638 · Ann Arbor, MI
  IA RegisteredBroker
• Thomas Robert SawyerCRD 7694833 · Frisco, TX
  Broker
• Cory Shannon SaylorCRD 2562143 · Fairfax, VA
  IA Registered
• Dominic Michael ScasseraCRD 6913008 · Pittsburgh, PA
  IA RegisteredBroker
• James Robert SchlagCRD 7825988 · Charlotte, NC
  Broker
• Stanton Taylor SchmidtCRD 7336370 · Frisco, TX
  Broker
• Talon Peter SchmidtCRD 8258567 · Frisco, TX
  Broker
• Joesette Faith SchmitzCRD 2979508 · Denver, CO
  IA RegisteredBroker
• Adam George SchneiderCRD 7220443 · Charlotte, NC
  Broker
• Mark Alan SchraderCRD 5500668 · Charlotte, NC
  IA RegisteredBroker
• Logan James SchreurCRD 6774060 · Charlotte, NC
  Broker
• Turner Joseph SchrollCRD 6737485 · Charlotte, NC
  IA RegisteredBroker
• Bryce Donovan-Owen SchultzCRD 7570657 · Charlotte, NC
  Broker
• Scott Edward SchwankeCRD 4229873 · Charlotte, NC
  BrokerRegistration inactive
• Gehang SchwartzCRD 7588254 · New York, NY
  IA RegisteredBroker
• Jena Geneva Laquinn ScottCRD 7829952 · Frisco, TX
  Broker
• Jon Nicholas ScottCRD 6965373 · East Lansing, MI
  IA RegisteredBroker
• Justin ScottCRD 6386471 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Trey Matthew ScottCRD 8224440 · Charlotte, NC
  Broker
• James Ian ScroggsCRD 5980973 · Belford, NJ
  IA RegisteredBroker
• James Sullivan ScullyCRD 6465316 · Austin, TX
  IA RegisteredBroker
• Arlene Eason SearleCRD 2654258 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jasmin Segura-RodriguezCRD 8055111 · Frisco, TX
  Broker
• Joshua David SelveyCRD 8042831 · Charlotte, NC
  IA RegisteredBroker
• Jessica Marie SemonesCRD 6676047 · Englewood, CO
  IA RegisteredBroker
• Jenny Nicole SenaCRD 4905178 · Philadelphia, PA
  Broker
• Sumana SenguptaCRD 5132376 · Frisco, TX
  Broker
• Daniel Alejandro Serrano TorresCRD 7206744 · Roselle Park, NJ
  IA RegisteredBroker
• Drew Ward SerrutoCRD 6266382 · Charlotte, NC
  Broker
• Nathan James SetchfieldCRD 6908283 · Denver, CO
  Broker
• Jacob Alan SettlesCRD 7933136 · Frisco, TX
  Broker
• Kelly Barnes SewellCRD 4267244 · Charlotte, NC
  IA Registered
• Casimir Michael SewerynCRD 2436217 · Lafayette Hill, PA
  IA RegisteredBroker
• Amanda Jean SeylerCRD 7389125 · Charlotte, NC
  Broker
• Jeffrey Tyler ShaddCRD 7386042 · Frisco, TX
  IA RegisteredBroker
• Ashlyn Elizabeth ShalatiCRD 7473918 · Charlotte, NC
  IA RegisteredBroker
• Benjamin Kelvin ShamanisCRD 6859091 · Charlotte, NC
  Broker
• Arencia Canshanda ShawCRD 4849555 · Charlotte, NC
  Broker
• John Calvin ShawCRD 6876549 · Charlotte, NC
  IA RegisteredBroker
• Alexandra Earlae ShearinCRD 6424615 · Charlotte, NC
  Broker
• Brandon Lewis ShearonCRD 4299631 · Charlotte, NC
  Broker
• Maureen Siobhan ShearonCRD 5410725 · Frisco, TX
  Broker
• Rebecca Jane SheltonCRD 6961654 · Salt Lake City, UT
  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.