Edward Thomas Dziedzic
Investment adviser representative at Advice and Planning Services
14 yearsExperience
5 statesRegistered in
CFADesignation
$37.9BFirm assets
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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
14 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCAug 2025 to now
- TIAANov 2020 to now
- Hancock Whitney Investment Services, Inc.Oct 2019 to Sep 2020
- Hancock Whitney BankJul 2018 to Sep 2020
- Capital One Investing, LLCJan 2015 to Oct 2017
- Capital OneAug 2012 to Jul 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 5 states (AL, NJ, NY, TX, VT).
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
- 4776455
- Firm CRD
- 20472