Michael Thomas Zarlengo
Investment adviser representative at Advice and Planning Services
15 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Michael Thomas Zarlengo? 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.
- TIAA-CREF Individual & Institutional Services, LLCOct 2025 to now
- TIAAOct 2025 to now
- B.O.S.S. Retirement Advisors, LLCJan 2025 to Sep 2025
- B.O.S.S. Retirement Solutions, LLCJan 2025 to Sep 2025
- Bank of America, N.A.Jul 2024 to Jan 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to Jan 2025
- Exemplar Capital, LLCJun 2023 to Jul 2024
- Valiant Litigation Finance, LLCMay 2023 to Jul 2024
- Charles Schwab & Co., Inc.Jan 2022 to Jun 2023
- TD Ameritrade Investment Management, LLCFeb 2021 to Jun 2023
- TD Ameritrade, Inc.Feb 2021 to Jun 2023
- TD Ameritrade Investment Management, LLCJan 2020 to Dec 2020
- TdameritradeDec 2019 to Jun 2023
- TD Ameritrade, Inc.Dec 2019 to Jan 2021
- AXA Advisors, LLCJun 2019 to Dec 2019
- UnemployedJul 2018 to May 2019
- Alps Portfolio Solutions Distributor, Inc.Jan 2014 to Jun 2018
- Alps Fund ServicesSep 2010 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 2434321
- Firm CRD
- 20472