Advice And Planning Services

Advice And Planning Services (CRD# 20472) is a financial advisory firm headquartered in New York, NY. They manage $30,492,592,799 in 76,553 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.tiaa.org
By the Numbers
  • Total Assets Under Management
    30,493
    MILLION
  • Total Number of Accounts
    76,553
    ACCOUNTS
  • Average Account Value
    $398,320
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
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 1,375 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 20 years of experience in the finance industry.

2
Jonathan Abbuehl, financial advisor Boca Raton FL
Jonathan D. Abbuehl
CRD#: 6312608
1800 N. Military Trail, Suite 175, Boca Raton, FL 33431

Jonathan Abbuehl (CRD# 6312608) is an Investment Advisor Representative working at Advice And Planning Services in Boca Raton, FL and has over 5 years of experience in the finance industry.

3
Brian Ablutz, financial advisor Austin TX
Brian P. Ablutz
CRD#: 4638076
6850 Austin Center Blvd., Suite 230, Austin, TX 78731

Brian Ablutz (CRD# 4638076) is an Investment Advisor Representative working at Advice And Planning Services in Austin, TX and has over 17 years of experience in the finance industry.

4
Neal Acharya, financial advisor Charlotte NC
Neal Acharya
CRD#: 6424613
8500 Andrew Carnegie Blvd., Charlotte Regional, Charlotte, NC 28262

Neal Acharya (CRD# 6424613) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 6 years of experience in the finance industry.

5
Lisa Adamonis Pile, financial advisor Richmond VA
Lisa D. Adamonis Pile
CRD#: 6157085
6802 Paragon Place, Suite 410,rooms 437, 438, 439, 440, Richmond, VA 23230

Lisa Adamonis Pile (CRD# 6157085) is an Investment Advisor Representative working at Advice And Planning Services in Richmond, VA and has over 7 years of experience in the finance industry.

6
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 13 years of experience in the finance industry.

7
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 3 years of experience in the finance industry.

8
Jorge Alban Palacios, financial advisor Charlotte NC
Jorge A. Alban Palacios
CRD#: 6042482
13520 Ballantype 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 8 years of experience in the finance industry.

9
Danielle Alcide, financial advisor Charlotte NC
Danielle C. Alcide
CRD#: 5730661
8500 Andrew Carnegie Blvd., Charlotte Iac, Charlotte, NC 28262

Danielle Alcide (CRD# 5730661) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 11 years of experience in the finance industry.

10
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 11 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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