Crystal Latorial Roseman
Investment adviser representative at Advice and Planning Services
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCMay 2026 to now
- TIAAMay 2026 to now
- Peak American Investment Advisors, Inc.Sep 2025 to Mar 2026
- Fisher InvestmentsJun 2025 to Sep 2025
- Capitalwize, LLCMay 2023 to Jun 2025
- Lincoln Financial Advisors CorporationAug 2020 to May 2023
- Nationwide Investment Advisors, LLCOct 2012 to Jul 2020
- Nationwide Investment Services CorporationSep 2012 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5228358
- Firm CRD
- 20472