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 9 of 52

• Tameka Monique CallenderCRD 6777973 · Charlotte, NC
  Broker
• Samuel Stephen CallesCRD 8209737 · Frisco, TX
  IA RegisteredBroker
• Fernando Martin CamachoCRD 2015405 · Philadelphia, PA
  IA RegisteredBroker
• Nicholas CamelCRD 5025209 · Fairfax, VA
  IA RegisteredBroker
• Ross Arthur CampbellCRD 6312327 · Providence Village, TX
  IA RegisteredBroker
• Sarina Dominique CampbellCRD 7361022 · Charlotte, NC
  IA RegisteredBroker
• Kristopher Jesus Cancelado PachecoCRD 8223429 · Charlotte, NC
  Broker
• Travis Michael CandahlCRD 7674157 · Charlotte, NC
  Broker
• Bethany Morene CandelariaCRD 7169537 · Denver, CO
  Broker
• Lauren Chelsea CantilloCRD 6941401 · Frisco, TX
  IA RegisteredBroker
• Aaron French CapliceCRD 2642228 · Charlotte, NC
  Broker
• Victor Anthony CarboneCRD 7737465 · Charlotte, NC
  IA RegisteredBroker
• Jada Rain CardwellCRD 7216771 · Charlotte, NC
  IA RegisteredBroker
• John Patterson CardwellCRD 8144413 · Frisco, TX
  Broker
• Elizabeth Marie CarlsonCRD 6721276 · Pittsburgh, PA
  IA RegisteredBroker
• Misael CarmonaCRD 7498351 · Frisco, TX
  Broker
• Rachel Elizabeth CarmonyCRD 6870871 · Seattle, WA
  IA RegisteredBroker
• Ryan Timothy CarneyCRD 7985738 · Charlotte, NC
  Broker
• Richard Henry CarrCRD 8033899 · Frisco, TX
  Broker
• Traci Allysan CarrionCRD 2845981 · Salt Lake City, UT
  IA RegisteredBroker
• Bryce Matthew CarrollCRD 7860984 · Charlotte, NC
  Broker
• Richard Stanley CarrollCRD 7169145 · Charlottesville, VA
  IA RegisteredBroker
• Anna Elizabeth CarsonCRD 6251253 · Charlotte, NC
  IA RegisteredBroker
• Amari Grace CarterCRD 8196091 · Charlotte, NC
  Broker
• Julene Hemingway CarterCRD 7590157 · Charlotte, NC
  Broker
• Shari Yolanda CarterCRD 8145884 · Charlotte, NC
  Broker
• T'erica Danielle CarterCRD 6985169 · Charlotte, NC
  Broker
• Claire Laverne CartierCRD 8043902 · Charlotte, NC
  Broker
• Jaida Alexis CasimirCRD 7886362 · Frisco, TX
  Broker
• Jonathan CastanonCRD 7451818 · Frisco, TX
  Broker
• Julio Maico CastilloCRD 4924988 · Tamarac, FL
  IA RegisteredBroker
• Raymundo Alejandro CastorenaCRD 7442595 · Mesquite, TX
  IA RegisteredBroker
• Maritza CastroCRD 7030780 · Frisco, TX
  Broker
• Marvin O CastroCRD 7929964 · Frisco, TX
  Broker
• Samanta Kelly CastroCRD 7719109 · Charlotte, NC
  Broker
• Daniel John CatalanoCRD 5879846 · Hackensack, NJ
  IA RegisteredBroker
• Gibson CathcartCRD 6871120 · Charlotte, NC
  Broker
• Derrick James CathermanCRD 7153410 · Frisco, TX
  IA RegisteredBroker
• Cody James CatronCRD 7174066 · Frisco, TX
  IA RegisteredBroker
• Jamie Stewart CaudillCRD 2627705 · Cincinnati, OH
  IA Registered
• Robert Thomas CavazosCRD 8188142 · Frisco, TX
  Broker
• Joshua Warren CedilloCRD 8163222 · Frisco, TX
  Broker
• Deja Yassem CeliaCRD 7755498 · Frisco, TX
  Broker
• Xavier William CeliaCRD 8214894 · Frisco, TX
  Broker
• Ulysses CervantesCRD 7169601 · Frisco, TX
  IA RegisteredBroker
• Juan Diego ChaconCRD 8197828 · Frisco, TX
  Broker
• Prakriti ChadhaCRD 5479455 · Hackensack, NJ
  IA RegisteredBroker
• Catherine Lee ChamberlinCRD 7356438 · Chicago, IL
  IA RegisteredBroker
• Armani Noelle ChambersCRD 7647538 · Charlotte, NC
  Broker
• Adelaide Pazvichaenda ChaminukaCRD 8068869 · 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.