Dillon Tate Pollack
Investment adviser representative at Advice and Planning Services
12 yearsExperience
4 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, LLCMar 2026 to now
- TIAAMar 2026 to now
- JPMorgan Securities LLCOct 2019 to Mar 2026
- JP Morgan Chase Bank, N.A.Sep 2019 to Mar 2026
- Taco MacNov 2018 to Nov 2019
- Primerica Financial ServicesFeb 2018 to Dec 2018
- Pfs Investments IncJan 2018 to Dec 2018
- Taco Mac RestaurantOct 2017 to Apr 2018
- Mellow MushroomAug 2017 to Aug 2017
- StarbucksMar 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (AL, GA, 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
- 6908878
- Firm CRD
- 20472