Robin Rodriguez
Investment adviser representative at Advice and Planning Services
7 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
7 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCSep 2023 to now
- TIAASep 2023 to now
- Pruco Securities, LLCMay 2023 to Sep 2023
- The Prudential Insurance Company of AmericaMay 2023 to Sep 2023
- Global Retirement Partners, LLCMar 2023 to Apr 2023
- LPL Financial LLCMar 2023 to Apr 2023
- UnemployedNov 2022 to Mar 2023
- Edward JonesApr 2020 to Nov 2022
- UnemployedJan 2020 to Mar 2020
- Mount Saint Mary's UniversityJan 2017 to Dec 2019
- MML Distributors, LLCJan 2017 to Sep 2017
- Massachusetts Mutual Life Insurance CompanyDec 2016 to Sep 2017
- VoyaJan 2016 to Nov 2016
- Voya Financial Partners, LLCJan 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5446298
- Firm CRD
- 20472