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 48 of 52

• Jessica Patrice TimmonsCRD 7900097 · Charlotte, NC
  Broker
• Liam Michael TimoneyCRD 7909286 · Charlotte, NC
  IA RegisteredBroker
• Michael Stewart TingueCRD 7604398 · Frisco, TX
  Broker
• Jessica Lynn ToberCRD 7911734 · Frisco, TX
  Broker
• Peter James TobinCRD 8065447 · Charlotte, NC
  Broker
• Jeffrey Navarra TomanengCRD 2412116 · Waltham, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Guy Alexander TomaskyCRD 5840230 · Denver, CO
  IA RegisteredBroker
• Nicole Ann ToroCRD 5893666 · Red Bank, NJ
  IA RegisteredBroker
• Efrain TorresCRD 4188789 · New York, NY
  IA RegisteredBroker
• Emmanuel Isaac TorresCRD 6898682 · Bloomington, MN
  Broker
• Makenna Grace TracyCRD 8142006 · Charlotte, NC
  Broker
• Vy Tu TranCRD 8243001 · Frisco, TX
  Broker
• Pablo David Trejo ContrerasCRD 7940565 · Frisco, TX
  Broker
• Taylor Danielle TroupeCRD 7911235 · Frisco, TX
  Broker
• Sageus Renick TruittCRD 7605757 · Charlotte, NC
  Broker
• Angelica Nichole TrujilloCRD 7337083 · Charlotte, NC
  Broker
• Angelica Nicole TrumerCRD 6198049 · Charlotte, NC
  IA RegisteredBroker
• Michael Wei TsangCRD 8243468 · Frisco, TX
  Broker
• Hayden Blackwell TuckerCRD 8204282 · Frisco, TX
  Broker
• Guglielmo TullioCRD 6892147 · Chester Springs, PA
  IA RegisteredBroker
• Rahul Niranjan TumkurCRD 7557075 · Charlotte, NC
  IA RegisteredBroker
• Heather Jo TurnerCRD 5093470 · Denver, CO
  Broker
• Mark Gerard TurnerCRD 1427664 · New York, NY
  BrokerRegistration inactive
• Michael Delon TylerCRD 7848530 · Frisco, TX
  Broker
• Elias TzontlimatziCRD 7672542 · Frisco, TX
  Broker
• Jennifer Dawn UhlarCRD 2530540 · Ann Arbor, MI
  Broker
• Diana Enid UrichichCRD 2742227 · Charlotte, NC
  IA RegisteredBroker
• Raunak UpretiCRD 8133214 · Frisco, TX
  Broker
• Rick Ashton UribeCRD 7242089 · Tampa, FL
  IA RegisteredBroker
• Joseph Craig ValentiCRD 5125472 · Charlotte, NC
  IA RegisteredBroker
• John William VanderslootCRD 4142712 · East Lansing, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Pheng VangCRD 5274923 · Denver, CO
  Broker
• Dharmik Nirupam VasavadaCRD 7664166 · Charlotte, NC
  IA RegisteredBroker
• Madelyn Z VasquezCRD 2093262 · Charlotte, NC
  Broker
• Sal Agostino VassalloCRD 6506657 · Ann Arbor, MI
  Broker
• Kittiwan Visalkit VathanavarinCRD 2972002 · Denver, CO
  Broker
• Barbara Ann VaughtCRD 4233896 · Apopka, FL
  IA RegisteredBroker
• Theodore Jose VelasquezCRD 6820319 · Fort Collins, CO
  IA RegisteredBroker
• Melissa Ann VianCRD 6424820 · Charlotte, NC
  IA RegisteredBroker
• William R VigorCRD 4030850 · Waltham, MA
  IA RegisteredBroker
• Richella Byrone Vincent LeeCRD 5318742 · Mobile, AL
  IA RegisteredBroker
• Daniel Roy VintonCRD 3258996 · Charlotte, NC
  IA RegisteredBroker
• Anthony Santino VitanzaCRD 7214790 · Charlotte, NC
  Broker
• Valery VolkauCRD 5348681 · Washington, DC
  IA RegisteredBroker
  Disclosure event(s) on record
• Kaelin Bennett VacaCRD 8065448 · Charlotte, NC
  Broker
• Rohitha VaddiCRD 6994602 · Frisco, TX
  Broker
• Leke ValaCRD 6739210 · Charlotte, NC
  IA RegisteredBroker
• Juan Armando ValdezCRD 7915494 · Frisco, TX
  IA RegisteredBroker
• Justin Paul ValentiCRD 6820601 · Charlotte, NC
  Broker
• Mathew Ruben ValentinCRD 7151926 · Charlotte, NC
  Broker

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.