Max Gabriel Bozymski
Investment adviser representative at Advice and Planning Services
12 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
12 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCMar 2024 to now
- TIAAMar 2024 to now
- Vanguard Marketing CorporationMay 2022 to Feb 2024
- Self EmployedJan 2022 to Jan 2022
- The Whole UJun 2021 to Dec 2021
- Woodberry Forest SchoolJan 2021 to Jan 2021
- AmazonMay 2020 to Nov 2020
- Thomas E Powell CompanyJun 2019 to Sep 2019
- Woodberry Forest SchoolJun 2019 to Jul 2019
- Elon UniversityAug 2018 to May 2022
- Chapel Hill Tennis ClubJun 2016 to Aug 2018
- Woodberry Forest SchoolAug 2014 to Jun 2018
- Riptide LacrosseJun 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7246785
- Firm CRD
- 20472