Julio Roberto Dolorico
Investment adviser representative at Advice and Planning Services
13 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
13 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCApr 2026 to now
- TIAAApr 2026 to now
- UnemployedNov 2024 to Apr 2026
- Charles Schwab & Co., Inc.Jun 2021 to Oct 2024
- Charles Schwab Bank, SsbJun 2021 to Oct 2024
- Massmutual Life Insurance CoAug 2017 to Jun 2021
- MML Investors Services, LLCAug 2017 to Jun 2021
- Northwestern Mutual Life Insurance CompanyAug 2013 to Aug 2017
- Northwestern Mutual Investment ServicesJul 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2658846
- Firm CRD
- 20472