Anastasia Frances Sullivan
Investment adviser representative at Advice and Planning Services
16 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$37.9BFirm assets
Are you Anastasia Frances Sullivan? 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
16 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCMay 2025 to now
- TIAAApr 2021 to now
- UnemployedDec 2020 to Mar 2021
- TIAAMay 2017 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCMay 2017 to Nov 2020
- Strategic Advisers, Inc.May 2015 to May 2017
- Fidelity Brokerage Services LLCMar 2013 to May 2017
- Fidelity InvestmentsMay 2010 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
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
- 5803566
- Firm CRD
- 20472