Michael Jordan Margolis
Investment adviser representative at Advice and Planning Services
12 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
12 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCMar 2024 to now
- TIAAMar 2024 to now
- Morgan StanleyJan 2023 to Dec 2023
- E*trade Capital Management LLCJan 2021 to Sep 2023
- E*trade Securities LLCJan 2021 to Sep 2023
- Harrisdirect LLCJan 2021 to Sep 2023
- TD Ameritrade Investment Management, LLCFeb 2018 to Dec 2020
- TD Ameritrade, Inc.Jan 2018 to Jan 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2017 to Jan 2018
- TD Ameritrade Investment Management, LLCFeb 2014 to Mar 2017
- TD Ameritrade, Inc.Feb 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5697508
- Firm CRD
- 20472