Daniel James Bubbico
Investment adviser representative at Advice and Planning Services
13 yearsExperience
2 statesRegistered 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
- J.P. Morgan Securities LLCJan 2025 to Apr 2026
- JPMorgan Chase Bank, N.A.Jan 2025 to Apr 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to Jan 2025
- Bank of America, N.A.Apr 2024 to Dec 2024
- UnemployedFeb 2024 to Mar 2024
- Alloy Investment ManagementSep 2023 to Jan 2024
- Alloy Wealth ManagementSep 2023 to Jan 2024
- Foundations Investment Advisors, LLCSep 2023 to Jan 2024
- Truist Advisory Services, Inc.Feb 2021 to Aug 2023
- Truist Investment Services, Inc.Feb 2021 to Aug 2023
- Truist/bb&tJun 2020 to Sep 2023
- Bb&t Securities LLCJun 2020 to Feb 2021
- Dick's Sporting Goods, Inc.Sep 2017 to Nov 2017
- Wells Fargo Clearing Services, LLCJan 2014 to Jun 2020
- Wells Fargo Bank NADec 2013 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 4385312
- Firm CRD
- 20472