Louis Jude Delorenzo
Investment adviser representative at Advice and Planning Services
22 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Louis Jude Delorenzo? 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
22 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCMay 2024 to now
- TIAAMay 2024 to now
- Citizens Securities, Inc.Jul 2021 to Apr 2024
- Schwab Private Client Investment Advisory, Inc.Mar 2021 to Jun 2021
- Charles Schwab & Co., Inc.Feb 2021 to Jun 2021
- TIAANov 2004 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCNov 2004 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 4475177
- Firm CRD
- 20472