Denise Annemarie Crispino
Investment adviser representative at Advice and Planning Services
15 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Denise Annemarie Crispino? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- TIAAJan 2023 to now
- TIAA-CREF Individual & Institutional Services, LLCJan 2023 to now
- UnemployedApr 2021 to Jan 2023
- Bank of America, N.A.Jul 2011 to Apr 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2011 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (CT).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1644062
- Firm CRD
- 20472