Advice And Planning Services

Advice And Planning Services (CRD# 20472) is a financial advisory firm headquartered in New York, NY. They manage $39,281,759,251 in 79,757 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
730 Third Avenue, New York, NY 10017
https://www.youtube.com/c/+tiaa
By the Numbers
  • Total Assets Under Management
    39,282
    MILLION
  • Total Number of Accounts
    79,757
    ACCOUNTS
  • Average Account Value
    $492,518
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, WY

Financial Advisors at Advice And Planning Services
Showing 1 - 10 of 1,284 top financial advisors.
1
Ross Abbott, financial advisor Simsbury CT
Ross H. Abbott
CRD#: 2756063
Simsbury, CT

Ross Abbott (CRD# 2756063) is an Investment Advisor Representative working at Advice And Planning Services in Simsbury, CT and has over 22 years of experience in the finance industry.

2
Jonathan Abbuehl, financial advisor Sarasota FL
Jonathan D. Abbuehl
CRD#: 6312608
6151 Lake Osprey Drive, 3rd Floor, Sarasota, FL 34240

Jonathan Abbuehl (CRD# 6312608) is an Investment Advisor Representative working at Advice And Planning Services in Sarasota, FL and has over 6 years of experience in the finance industry.

3
Neal Acharya, financial advisor Charlotte NC
Neal Acharya
CRD#: 6424613
8500 Andrew Carnegie Blvd., Charlotte Hub, Charlotte, NC 28262

Neal Acharya (CRD# 6424613) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 7 years of experience in the finance industry.

4
Shikaorsor Ademu-John, financial advisor Princeton NJ
Shikaorsor M. Ademu-John
CRD#: 5364612
155 Village Boulevard, Suite A, Princeton, NJ 08540

Shikaorsor Ademu-John (CRD# 5364612) is an Investment Advisor Representative working at Advice And Planning Services in Princeton, NJ and has over 15 years of experience in the finance industry.

5
Yulia Aiden, financial advisor Denver CO
Yulia D. Aiden
CRD#: 6824112
1670 Broadway Suite 3300, Denver Iac, Denver, CO 80202

Yulia Aiden (CRD# 6824112) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 4 years of experience in the finance industry.

6
Jorge Alban Palacios, financial advisor Charlotte NC
Jorge A. Alban Palacios
CRD#: 6042482
13520 Ballantyne Corporate Place, Betsill Iac, Charlotte, NC 28277

Jorge Alban Palacios (CRD# 6042482) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 10 years of experience in the finance industry.

7
John Aldebot, financial advisor New York NY
John C. Aldebot
CRD#: 5522952
730 Third Avenue, Nyc Regional, New York, NY 10017

John Aldebot (CRD# 5522952) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 13 years of experience in the finance industry.

8
Veronica Aldred, financial advisor Charlotte NC
Veronica C. Aldred
CRD#: 4874707
8500 Andrew Carnegie Blvd., Charlotte Hub, Charlotte, NC 28262

Veronica Aldred (CRD# 4874707) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 17 years of experience in the finance industry.

9
Benyam Alemayehu, financial advisor Denver CO
Benyam Alemayehu
CRD#: 5237669
1670 Broadway, Suite 2200, Denver Hub, Denver, CO 80202

Benyam Alemayehu (CRD# 5237669) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 15 years of experience in the finance industry.

10
Suzanne Alexander-Doncel, financial advisor Newark DE
Suzanne D. Alexander-Doncel
CRD#: 4829809
200 Continental Drive #401, Office #438 & #449 , Newark, DE 19713

Suzanne Alexander-Doncel (CRD# 4829809) is an Investment Advisor Representative working at Advice And Planning Services in Newark, DE and has over 17 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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