Lisa Corra Gallo
Investment adviser representative at Advice and Planning Services
20 yearsExperience
4 statesRegistered in
CFADesignation
$37.9BFirm assets
Are you Lisa Corra Gallo? 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
20 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJun 2025 to now
- TIAASep 2018 to now
- Not EmployedJan 2018 to Sep 2018
- Heathland Asset Management LLCSep 2006 to Dec 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 4 states (AL, NJ, TX, VT).
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
- 1981899
- Firm CRD
- 20472