Melissa Ann Seitchek
Investment adviser representative at Advice and Planning Services
13 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
13 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJul 2019 to now
- TIAAJul 2019 to now
- Santander Bank, NAJan 2018 to Jul 2019
- Santander Securities, LLCJan 2018 to Jul 2019
- Citizens BankMar 2017 to Dec 2017
- Citizens Securities, Inc.Mar 2017 to Dec 2017
- Cno GroupFeb 2017 to Mar 2017
- PNC BankNov 2013 to Jan 2017
- PNC Investments LLCNov 2013 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6098916
- Firm CRD
- 20472