Sara Christa Pollock
Investment adviser representative at Advice and Planning Services
16 yearsExperience
4 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
16 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCSep 2026 to now
- TIAASep 2026 to now
- S&p Dow Jones IndicesNov 2022 to Sep 2026
- Federated HermesApr 2021 to Nov 2022
- UnemployedJun 2019 to Apr 2021
- Interocean Capital, LLCMay 2018 to Jun 2019
- UnemployedApr 2017 to May 2018
- Nuveen Securities, LLCJun 2010 to Mar 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 4 states (AL, PA, 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
- 4904219
- Firm CRD
- 20472