Gary Thomas Merlette
Investment adviser representative at Advice and Planning Services
18 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Gary Thomas Merlette? 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
18 years in the industry.
- TIAAAug 2019 to now
- TIAA-CREF Individual & Institutional Services, LLCAug 2019 to now
- TD AmeritradeJan 2018 to Jul 2019
- Transamerica Investors Securities CorporationMay 2017 to Jan 2018
- Transamerica Retirement Advisors, LLCMay 2017 to Jan 2018
- Great-west Life & Annuity Ins CoMay 2008 to Apr 2017
- Gwfs Equities, Inc.May 2008 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 2558363
- Firm CRD
- 20472