Carly Meadows
Investment adviser representative at Advice and Planning Services
10 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
10 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCMay 2022 to now
- TIAAMay 2022 to now
- Robinhood Financial, LLCSep 2020 to Apr 2022
- Bank of America, N.A.May 2020 to Sep 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2020 to Sep 2020
- Charles Schwab & Co., Inc.Jul 2018 to May 2020
- Queen Creek High SchoolJul 2017 to May 2018
- The Home DepotFeb 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6986203
- Firm CRD
- 20472