Maria Alicia Luoni
Investment adviser representative at Advice and Planning Services
18 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
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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.
- TIAA-CREF Individual & Institutional Services, LLCJul 2026 to now
- TIAAJul 2026 to now
- Tru Independence Asset Management, LLCJul 2025 to Jul 2026
- Apw Capital, Inc.Jun 2025 to Jul 2026
- UnemployedMay 2025 to Jul 2025
- Morgan StanleyFeb 2025 to May 2025
- UnemployedOct 2024 to Feb 2025
- TIAAFeb 2008 to Oct 2024
- TIAA-CREF Individual & Institutional Services, LLCFeb 2008 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 2631827
- Firm CRD
- 20472