Lauren Chelsea Cantillo
Investment adviser representative at Advice and Planning Services
10 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
10 years in the industry.
- TIAAApr 2025 to now
- TIAA-CREF Individual & Institutional Services, LLCApr 2025 to now
- J.P. Morgan Securities LLCMay 2023 to Apr 2025
- JPMorgan Chase Bank, N.A.May 2023 to Apr 2025
- Bank of America, N.A.Nov 2022 to May 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to May 2023
- Beacon Pointe Advisors, LLCJan 2021 to Oct 2022
- Beacon Pointe Insurance Services, LLCJan 2021 to Oct 2022
- E*trade Financial CorpMay 2020 to Dec 2020
- E*trade Securities LLCMay 2020 to Dec 2020
- Harrisdirect LLCMay 2020 to Dec 2020
- Stifel Nicolaus & Company, IncorporatedSep 2018 to May 2020
- Morgan StanleyMay 2018 to Sep 2018
- Governors State UniversityJan 2018 to May 2020
- Steve Neil Insurance/state FarmJan 2018 to Mar 2018
- Cps Insurance ServicesSep 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6941401
- Firm CRD
- 20472