Matthew Steven Donahoe
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, LLCAug 2025 to now
- TIAAAug 2025 to now
- J.P. Morgan Securities LLCJun 2022 to May 2025
- JPMorgan Chase Bank, N.A.Jun 2022 to May 2025
- Kestra Advisory Services, LLCOct 2021 to May 2022
- Kestra Investment Services LLCOct 2021 to May 2022
- UnemployedJun 2021 to Sep 2021
- Avantax Investment Services, Inc.Jan 2021 to May 2021
- Hd Vest Investment ServicesJan 2021 to May 2021
- UnemployedAug 2020 to Dec 2020
- Fidelity Brokerage Services LLCMay 2020 to Aug 2020
- Fidelity InvestmentsMay 2020 to Aug 2020
- Avantax Investment Services IncOct 2015 to May 2020
- Hd Vest Investment ServicesMay 2014 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6341680
- Firm CRD
- 20472