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 46 of 52

• Sylvia SriniwassCRD 8119780 · Frisco, TX
  IA RegisteredBroker
• Manjari SrivastavaCRD 8167072 · Frisco, TX
  Broker
• Samvida SrivastavaCRD 8175793 · Frisco, TX
  Broker
• Kayla Marie StaffordCRD 7030178 · Frisco, TX
  Broker
• Jeanine Marie StarrCRD 4652193 · Denver, CO
  Broker
• Shelby Brooke StarrCRD 8012911 · Charlotte, NC
  Broker
• Nigel William StearnsCRD 6690652 · Carlisle, PA
  IA RegisteredBroker
• Scott Marshall SteeleCRD 1968665 · Bellingham, WA
  IA RegisteredBroker
• Donald Joseph StegmanCRD 6632404 · Frisco, TX
  Broker
• Emma Nicole SteinauerCRD 8108845 · Charlotte, NC
  Broker
• Lillian Savon StellCRD 7356016 · Charlotte, NC
  Broker
• Michelle Ingrid StephensonCRD 4908592 · Charlotte, NC
  Broker
• Kenneth Dale StevensonCRD 5316898 · Frisco, TX
  Broker
• John Clayton StewartCRD 7173685 · Little Elm, TX
  IA RegisteredBroker
• Tylanna Emanne Stewart-HermanCRD 8012919 · Charlotte, NC
  Broker
• Bradley David StojetzCRD 7379268 · Charlotte, NC
  IA RegisteredBroker
• Justin Robert StojetzCRD 7379269 · Charlotte, NC
  IA RegisteredBroker
• Kristen Lynn StoneCRD 3105353 · Rochester, NY
  Broker
• Matthew John StorkCRD 7447682 · Charlotte, NC
  IA RegisteredBroker
• Donald Ray StoufferCRD 6951835 · Charlotte, NC
  IA RegisteredBroker
• Cornelius Dwayne StreetCRD 4847585 · Charlotte, NC
  Broker
• Charles Jon StrlekarCRD 7403383 · New York, NY
  IA RegisteredBroker
• Jason Scott StrongCRD 5473048 · Frisco, TX
  Broker
• Jonathan Robert StrongCRD 6559018 · Charlotte, NC
  IA RegisteredBroker
• Madelyn Inez SturmanCRD 8053135 · Frisco, TX
  Broker
• Daniel SuarezCRD 7854461 · Frisco, TX
  Broker
• Krystian M SuberCRD 7230778 · North Bethesda, MD
  IA RegisteredBroker
• Kelton Arthur SumterCRD 7811576 · Charlotte, NC
  Broker
• Dylan John SuskoCRD 8236069 · Charlotte, NC
  Broker
• Caleb Allen SustarCRD 6909602 · Charlotte, NC
  Broker
• David Scott SwallowCRD 6772624 · Gainesville, FL
  Broker
• Arjun Anand SwarupCRD 7589340 · Frisco, TX
  IA RegisteredBroker
• Abigail Grace SweattCRD 8170381 · Frisco, TX
  Broker
• Justin Robert SweetCRD 7217537 · Pendleton, SC
  IA RegisteredBroker
• Matthew Robert SwickCRD 6835646 · Denver, CO
  Broker
• Marzena Gabriela Szewczyk-NelsonCRD 7043157 · San Diego, CA
  Broker
• Takunda TagwireyiCRD 5027776 · Frisco, TX
  Broker
• Stacy Ann TalaricoCRD 4391667 · East Lansing, MI
  IA RegisteredBroker
• Vincent Edward TalaveraCRD 2586011 · Denver, CO
  IA RegisteredBroker
• Eric TangCRD 6053605 · Denver, CO
  Broker
• Luke Anthony TansyCRD 5096473 · Carmel, IN
  IA RegisteredBroker
• Peter Joseph TapponCRD 6057680 · Philadelphia, PA
  IA RegisteredBroker
• Everett M TaylorCRD 4212966 · Charlotte, NC
  Broker
• Michelene C TaylorCRD 3165809 · Charlotte, NC
  IA RegisteredBroker
• Matthew TeleraCRD 4192941 · Charlotte, NC
  Broker
• Tonya Taree TerrellCRD 6140044 · Charlotte, NC
  Broker
• Ryan Joseph ThauvetteCRD 5085717 · Ithaca, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• John-Michael Sohnyoungmin TheysonCRD 3101887 · Charlotte, NC
  Broker
• Robert Clayton ThomasCRD 7015009 · Birmingham, AL
  IA RegisteredBroker
• Scott Paul ThomasCRD 4412926 · Madison, WI
  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.