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 52 of 52

• Melissa Hatfield WoodrumCRD 4587635 · Charlotte, NC
  Broker
• Brittany Marie WoodsCRD 7008307 · Charlotte, NC
  Broker
• Kate WrightCRD 6075317 · Carmel, IN
  IA RegisteredBroker
• Catherine Elizabeth WulffCRD 7447851 · Denver, CO
  Broker
• Jeremy Scott WymanCRD 5500658 · Charlotte, NC
  Broker
• Joe Aaron YanezCRD 6094081 · Frisco, TX
  Broker
• Ee YangCRD 6411589 · Charlotte, NC
  IA RegisteredBroker
• Shirley Shan Ying YangCRD 7021786 · Chicago, IL
  Broker
• Blessing YengaCRD 7908142 · Frisco, TX
  Broker
• Joah R YeomanCRD 5082485 · Little Elm, TX
  IA RegisteredBroker
• Darlene Anne YoungCRD 4230102 · Charlotte, NC
  IA RegisteredBroker
• Jeremy George YoungCRD 2074280 · Melville, NY
  IA RegisteredBroker
• Robert K YoungCRD 5060214 · Lafayette, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew Victor YanezCRD 7296606 · Frisco, TX
  Broker
• Jerel Anthony YatesCRD 6418407 · Frisco, TX
  Broker
• Tanner Warren YatesCRD 8161400 · Frisco, TX
  Broker
• Adalina Claire YbarraCRD 7908695 · Frisco, TX
  Broker
• Dyedy YolCRD 6987697 · Dallas, TX
  IA RegisteredBroker
• Daniel Steven YorkCRD 6876493 · New York, NY
  IA RegisteredRegistration inactive
• Shealyn YorkCRD 4712839 · Charlotte, NC
  Broker
• Elena Lourdes ZanussiCRD 1890655 · Evanston, IL
  Broker
• John Nelson ZengerCRD 2596023 · Charlotte, NC
  Broker
• Julie Lauri Zingerline-GreeneCRD 5051228 · Denver, CO
  IA RegisteredBroker
• Liliana Lisseth ZwartCRD 7326596 · Denver, CO
  IA RegisteredBroker
• Richard Kevin ZacharyCRD 4039622 · Waltham, MA
  IA RegisteredBroker
• Julia Marie ZajacCRD 7848099 · Charlotte, NC
  Broker
• Michael Thomas ZarlengoCRD 2434321 · Seattle, WA
  IA RegisteredBroker
• Russell Wayne ZeiglerCRD 6161475 · Frisco, TX
  BrokerRegistration inactive
• Nancy Yimeng ZhaiCRD 7547116 · Waltham, MA
  IA RegisteredBroker
• Sheng ZhengCRD 5105454 · Frisco, TX
  Broker
• Dana Michelle ZimmermanCRD 7347164 · Charlotte, NC
  Broker
• Laura Anne ZouchaCRD 6205006 · Portland, OR
  IA RegisteredBroker
• Shehroze Tarique ZubairCRD 8017420 · Frisco, TX
  IA RegisteredBroker
• Santiago De Jesus ZuluagaCRD 6842399 · Frisco, TX
  Broker
• Lance Alexander ZurawskiCRD 7385197 · Charlotte, NC
  Broker
• Rosa Geovanna ZurawskiCRD 6971169 · Charlotte, NC
  Broker
• Svetlana ZuyevaCRD 5076052 · Hackensack, NJ
  IA RegisteredBroker
• Sheree Allison KentwellCRD 8028649 · 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.