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 7 of 52

• Prince Antonio BryantCRD 5378293 · Charlotte, NC
  Broker
• William Laughon BryantCRD 2563742 · Boca Raton, FL
  IA Registered
• Daniel James BubbicoCRD 4385312 · Charlotte, NC
  IA RegisteredBroker
• Ryan Barrett BuddieCRD 7320284 · Charlotte, NC
  Broker
• Blakely Aaron BuhlerCRD 7819947 · Sachse, TX
  IA RegisteredBroker
• Whitney Pickering BullardCRD 3126561 · Stamford, CT
  IA Registered
• Jordan Garrett BumgarnerCRD 6614107 · Charlotte, NC
  Broker
• Piyi BunCRD 7435336 · Frisco, TX
  Broker
• Matthew James BunchCRD 6941833 · Troy, MI
  IA RegisteredBroker
• Madeline Grace BungertCRD 8037404 · Charlotte, NC
  Broker
• Adam Wayne BurchCRD 7073560 · Charlotte, NC
  Broker
• Glynis Kathlyn BurgessCRD 7625347 · Charlotte, NC
  Broker
• Mallory Shepard BurgessCRD 7161635 · Charlotte, NC
  IA RegisteredBroker
• Tyler Cole BurgessCRD 8017411 · Charlotte, NC
  Broker
• Matthew Blair BurkCRD 5191609 · Frisco, TX
  IA RegisteredBroker
• Janet Irene BurnettCRD 4637394 · Princeton, NJ
  IA RegisteredBroker
• Peyton Jane BurnettCRD 8145594 · Frisco, TX
  Broker
• David J BurnsCRD 5922410 · Roseland, NJ
  IA RegisteredRegistration inactive
• Carly Marie BurressCRD 6424616 · Columbia, SC
  IA RegisteredBroker
• Kevin James BurtonCRD 3014069 · Durham, NC
  IA RegisteredBroker
• Griffin Joseph BusbeeCRD 7871967 · Charlotte, NC
  Broker
• Karen Lizbeth BustosCRD 7497986 · Frisco, TX
  Broker
• Jabari Omar ButlerCRD 6720806 · Pasadena, CA
  IA RegisteredBroker
• Jarrett Michael ButlerCRD 7115903 · Phoenix, AZ
  Broker
• Justin Kaiya ButlerCRD 7583132 · Frisco, TX
  Broker
• Hajira ButtarCRD 6471210 · Williston, VT
  Broker
• Jessica Lyn ByrdCRD 2959335 · Charlotte, NC
  Broker
• Ryan Daniel ByrnesCRD 7853688 · Charlotte, NC
  Broker
• Carla Jeanette CaballeroCRD 6321531 · Denver, CO
  Broker
• Beverly Lynn Briggs CaldwellCRD 4940674 · Huntersville, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Scott CaldwellCRD 5446835 · Charlotte, NC
  Broker
• Kevin James CallaghanCRD 4798220 · Boston, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• James Daniel CampbellCRD 7697099 · Charlotte, NC
  IA RegisteredBroker
• Troy Lee CampbellCRD 2572632 · Nashville, TN
  IA RegisteredBroker
• Joni Lynn CamposCRD 2227160 · Pilot Point, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Edilberto CancelCRD 1839801 · Tampa, FL
  IA RegisteredBroker
• Nicholas Christopher CappadoraCRD 5469552 · Charlotte, NC
  IA RegisteredBroker
• Stacy Jean CaraccioCRD 4815516 · New York, NY
  IA RegisteredBroker
• Ashley Nicole CarawayCRD 7557378 · Frisco, TX
  Broker
• Juan Angel CardenasCRD 4125123 · Pasadena, CA
  IA RegisteredBroker
• Kenneth Charles CarlsonCRD 2965430 · Frisco, TX
  Broker
• Regina CarmonCRD 5643585 · Princeton, NJ
  Broker
• David Lane CarpenterCRD 2759819 · Denver, CO
  IA RegisteredBroker
• Christine Alecia CarterCRD 2503565 · Tampa, FL
  IA RegisteredBroker
• Christopher Mark CarterCRD 5907567 · Frisco, TX
  Broker
• Katrina Jefferson CarterCRD 4857437 · Frisco, TX
  Broker
• Kathleen Gayle CarusoCRD 4445408 · Denver, CO
  Broker
• Mercedes N. CasadosCRD 4178351 · Denver, CO
  Broker
• Roberto Pasquale CasaleCRD 5585342 · Hackensack, NJ
  IA RegisteredBroker
• Kyle Stephen CasellaCRD 5299119 · Roseland, NJ
  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 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.