Andrew William Pryde
Investment adviser representative at Advice and Planning Services
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJan 2022 to now
- TIAAJan 2022 to now
- Northwestern Mutual Wealth Management CompanyMay 2021 to Dec 2021
- Benjamin FeldmanApr 2021 to Dec 2021
- Northwestern Mutual Investment Services LLCMar 2021 to Dec 2021
- UnemployedNov 2020 to Mar 2021
- TIAAAug 2018 to Nov 2020
- TIAA CREF Individual and Institutional Services LLCAug 2018 to Nov 2020
- Fidelity Personal and Workplace AdvisorsJul 2018 to Aug 2018
- Strategic Advisers LLCNov 2013 to Jul 2018
- Fidelity Brokerage Services, LLCMay 2011 to Aug 2018
- Fidelity InvestmentsMay 2011 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 5370766
- Firm CRD
- 20472