Maximiliano Agosta
Investment adviser representative at Advice and Planning Services
12 yearsExperience
2 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
12 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJul 2023 to now
- TIAAJul 2023 to now
- Bank of America N.A.Sep 2021 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2021 to Jul 2023
- J.P. Morgan Securities LLCMay 2019 to Sep 2021
- JPMorgan Chase Bank, N.A.May 2019 to Sep 2021
- ThaikyoDec 2018 to Mar 2019
- Waldorf Astoria, Boca ResortMay 2018 to Dec 2018
- UnemployedApr 2018 to Apr 2018
- Bank of America, N.A.May 2017 to Mar 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 to Mar 2018
- V & Jo IncFeb 2017 to May 2017
- G4s/accounting Principals, IncOct 2016 to Feb 2017
- New York Life Insurance CoMar 2016 to Jan 2017
- Nylife Securities LLCMar 2016 to Jan 2017
- ThaikyoOct 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6621718
- Firm CRD
- 20472