Brian Richard Benacci
Investment adviser representative at Advice and Planning Services
11 yearsExperience
4 statesRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Brian Richard Benacci? 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
11 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJun 2018 to now
- TIAAJun 2018 to now
- Scottrade Investment ManagementJan 2017 to Mar 2018
- Scottrade, Inc.Jan 2017 to Mar 2018
- Strategic Advisers, Inc.May 2016 to Dec 2016
- Fidelity Brokerage Services LLCFeb 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 4 states (AL, PA, 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
- 6322640
- Firm CRD
- 20472