Bryan Scott Brooks
Investment adviser representative at Advice and Planning Services
11 yearsExperience
4 statesRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Bryan Scott Brooks? 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
11 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJan 2024 to now
- TIAAJan 2024 to now
- Charles Schwab & Co., Inc.Sep 2021 to Jan 2024
- Charles Schwab Bank, SsbSep 2021 to Jan 2024
- Fidelity Personal and Workplace AdvisorsOct 2020 to Sep 2021
- Fidelity Brokerage Services, LLCAug 2020 to Sep 2021
- UnemployedOct 2019 to Jul 2020
- Nuveen Asset Management LLCJan 2017 to Sep 2019
- Nuveen Securities, LLCJan 2017 to Sep 2019
- TIAANov 2015 to Sep 2019
- Teachers Personal Investors Services, Inc.Nov 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 4 states (AL, IL, 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
- 5139708
- Firm CRD
- 20472