Estevan David Escarsega
Investment adviser representative at Advice and Planning Services
11 yearsExperience
3 statesRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Estevan David Escarsega? Claim your profile
Contact this firm
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
11 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCAug 2026 to now
- TIAAAug 2026 to now
- Bank of America, N.A.Jun 2023 to Aug 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2023 to Aug 2026
- Citigroup Global Markets Inc.Feb 2022 to Apr 2023
- J.P. Morgan Securities LLCNov 2020 to Feb 2022
- JPMorgan Chase Bank, N.A.Nov 2020 to Feb 2022
- TD Ameritrade Investment Management, LLCOct 2019 to Nov 2020
- TD Ameritrade, IncSep 2018 to Nov 2020
- WalmartMar 2018 to Aug 2018
- WalmartJun 2017 to Aug 2017
- Georgia Southern UniversityAug 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (AL, 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
- 7011492
- Firm CRD
- 20472