Mohammad Sheroz Arien
Investment adviser representative at Advice and Planning Services
13 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
13 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCApr 2026 to now
- TIAAApr 2026 to now
- PNC Wealth Management LLCMar 2024 to Mar 2026
- Citizens Securities, Inc.Aug 2023 to Mar 2024
- UnemployedApr 2023 to Aug 2023
- Citigroup Global Markets Inc.May 2022 to Apr 2023
- Bank of America, N.A.May 2019 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to May 2022
- Mufg Union BankMar 2019 to May 2019
- Comerica BankMar 2017 to Mar 2019
- UnemployedDec 2016 to Mar 2017
- Envoy AirSep 2016 to Dec 2016
- Tarrant County CollegeAug 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7119441
- Firm CRD
- 20472