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 8 of 52

• Stephanie Angelina CaseyCRD 6214286 · Cambridge, MA
  IA RegisteredBroker
• Samuel CasiasCRD 2800456 · Denver, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Jenny Joanna CastroCRD 5814138 · Frisco, TX
  Broker
• Justin J CatalanoCRD 5304138 · Waltham, MA
  IA RegisteredBroker
• Sasha CesenCRD 5646229 · Providence, RI
  IA RegisteredBroker
• Jason Andrew ChamberlainCRD 4281032 · Charlotte, NC
  Broker
• Jeffrey Dale ChannellCRD 4575476 · Charlotte, NC
  IA RegisteredBroker
• Michael Wilfort ChavezCRD 6163491 · Pasadena, CA
  IA RegisteredBroker
• Chihau Leo ChenCRD 6635180 · Ann Arbor, MI
  Broker
• Peter Hungru ChenCRD 2811404 · Gaithersburg, MD
  IA RegisteredBroker
• Ellina CheneyCRD 6792747 · Flower Mound, TX
  IA RegisteredBroker
• Daniel Phillip CherrinCRD 5231183 · Albuquerque, NM
  IA RegisteredBroker
• Susan Margaret ChevalierCRD 4662882 · Pasadena, CA
  IA RegisteredBroker
• Kendra Lea ChiselCRD 4786932 · Denver, CO
  Broker
• Chirag Bhasker ChokseyCRD 5302511 · Wheaton, IL
  IA RegisteredBroker
• Marcie Patricia ChrispCRD 3272137 · Charlotte, NC
  Broker
• Zareen Grace ChurchCRD 2948035 · Denver, CO
  IA RegisteredBroker
• Gary Allen ClagueCRD 5046798 · Longmont, CO
  IA RegisteredBroker
• Haley Marie ClantonCRD 7094773 · Charlotte, NC
  IA RegisteredBroker
• Dwight Anthony ClarkCRD 2640760 · Charlotte, NC
  IA RegisteredBroker
• Elizabeth Nolan ClarkCRD 4574548 · Charlotte, NC
  Broker
• John Joseph CobakCRD 2877004 · Waltham, MA
  Broker
• Sean G. CogginCRD 4277576 · Charlotte, NC
  IA RegisteredBroker
• Philise Monae CogginsCRD 7324567 · Charlotte, NC
  Broker
• Dmitri Arnie ColeCRD 6806775 · Frisco, TX
  Broker
• Jon Michael CombsCRD 3259692 · Denver, CO
  IA RegisteredBroker
• Kristin Alette ConawayCRD 2990562 · Denver, CO
  Broker
• Coty Michael ConsicCRD 6805926 · Charlotte, NC
  IA RegisteredBroker
• Peter John ContiniCRD 2059592 · Roseland, NJ
  IA RegisteredBroker
• Mark Antonio CouchmanCRD 4990627 · Charlotte, NC
  Broker
• Robert Lee CousarCRD 5876103 · Charlotte, NC
  IA RegisteredBroker
• Westin Stuart CoxCRD 5130588 · Denver, CO
  Broker
• Richard Michael CraneCRD 1757246 · Charlotte, NC
  Broker
• Jason Rufus CreelCRD 4193296 · Charlotte, NC
  IA RegisteredBroker
• William Gary CresonCRD 5394416 · Ann Arbor, MI
  IA RegisteredBroker
• Ariel Gustavo CrespoCRD 4066577 · Dallas, TX
  IA RegisteredBroker
• Lakeisha T CriswellCRD 2934594 · Boston, MA
  Broker
• Charles Patrick CroninCRD 3263475 · Denver, CO
  IA RegisteredBroker
• Karen Ann CrosbyCRD 2394447 · Denver, CO
  Broker
• Edi CrowCRD 5445774 · Frisco, TX
  IA RegisteredBroker
• Andersen Taylor CrowderCRD 7851706 · Charlotte, NC
  IA RegisteredBroker
• Natasha Jamila CrowellCRD 4212905 · Charlotte, NC
  IA RegisteredBroker
• Shamiya Michelle CrudupCRD 6422692 · Charlotte, NC
  Broker
• Lisa Ann CruserCRD 6642220 · Williston, VT
  IA RegisteredBroker
• Sharon Alexandra CruzCRD 2596029 · Charlotte, NC
  Broker
• Bruce Bonnar CummingsCRD 2110546 · Waltham, MA
  Broker
• Jared Lee CurlisCRD 5020026 · Frisco, TX
  Broker
  Disclosure event(s) on record
• Jason B CurlisCRD 5348970 · Frisco, TX
  Broker
• Robert John CurthCRD 2746221 · Charlotte, NC
  IA RegisteredBroker
• Joshua Paul CalaraCRD 8020316 · Frisco, TX
  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 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.