Samip Thaker, financial advisor Princeton NJ
93 score

Samip Thaker

CRD Number: 3026867
Current Firm: Advice And Planning Services

Samip Thaker (CRD# 3026867) is an Investment Advisor Representative working at Advice And Planning Services in Princeton, NJ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Princeton, NJ Mar 2016 - Current < 1
Tiaa-cref Individual & Institutional Services, LLC Princeton, NJ Mar 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Jan 2007 - Mar 2016 9
Unemployed N/a, Sep 2006 - Jan 2007 < 1
The Vanguard Group Malvern, PA Mar 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S66 NASAA Uniform Combined State Law Examination Nov 2003
Contact Info for Samip K. Thaker
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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