Janet McCabe, financial advisor Melville NY
93 score

Janet McCabe

CRD Number: 1382018
Current Firm: Advice And Planning Services

Janet McCabe (CRD# 1382018) is an Investment Advisor Representative working at Advice And Planning Services in Melville, NY and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Melville, NY Jun 2013 - Current 3
Tiaa-cref Individual & Institutional Services, LLC Melville, NY Jun 2013 - Current 3
Bank Of America, N.a. Northport, NY Mar 2013 - Jun 2013 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Northport, NY Feb 2013 - Jun 2013 < 1
Usaa Financial Advisors, Inc. New York, NY Aug 2011 - Feb 2013 1
Tiaa Cref New York, NY Feb 2007 - Jul 2011 4
Td Waterhouse Investor Services, Inc. Smithtown, NY Nov 2005 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S65 NASAA Investment Advisors Law Examination Aug 1996
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Janet McCabe
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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