Andrew Paul Gradus
Investment adviser representative at Advice and Planning Services
22 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
22 years in the industry.
- TIAAAug 2022 to now
- TIAA-CREF Individual & Institutional Services, LLCAug 2022 to now
- Adhesion WealthOct 2020 to Jul 2022
- Adhesion Wealth Advisor SolutionsOct 2020 to Jul 2022
- UnemployedJun 2019 to Sep 2020
- Nuveen Securities, LLCJan 2017 to May 2019
- TIAAApr 2004 to May 2019
- Teachers Personal Investors Services, Inc.Apr 2004 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2022
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
- 3160316
- Firm CRD
- 20472