Karen Ann Donofrio
Investment adviser representative at Advice and Planning Services
7 yearsExperience
3 statesRegistered 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
7 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJul 2023 to now
- TIAAJul 2023 to now
- Morgan StanleyMar 2023 to Jul 2023
- E*trade Capital Management, LLCSep 2019 to Jul 2023
- E*trade Securities LLCSep 2019 to Jul 2023
- Pruco Securitites,LLCApr 2016 to Sep 2019
- The Prudential Insurance Company of AmericaApr 2016 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 6402159
- Firm CRD
- 20472