Mario Antonio Gonzalez-ayon
Investment adviser representative at Advice and Planning Services
8 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
8 years in the industry.
- TIAAJul 2022 to now
- TIAA-CREF Individual & Institutional Services, LLCJul 2022 to now
- Community Bank, National AssociationMay 2022 to Jun 2022
- LPL Financial LLCSep 2018 to Jun 2022
- Elmira Savings BankSep 2018 to May 2022
- UnemployedMar 2018 to Sep 2018
- TD Ameritrade Investment Management, LLCFeb 2018 to Feb 2018
- TD Ameritrade, Inc.Feb 2018 to Feb 2018
- Scottrade Investment ManagementMar 2017 to Feb 2018
- Scottrade, IncDec 2014 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6425791
- Firm CRD
- 20472