Grant Thomas Booterbaugh
Investment adviser representative at Advice and Planning Services
10 yearsExperience
4 statesRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Grant Thomas Booterbaugh? 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
10 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJul 2026 to now
- TIAAJul 2026 to now
- Principal Advised ServicesAug 2023 to Jul 2026
- Principal Life Insurance CoApr 2021 to Jul 2026
- Principal Securities IncApr 2021 to Jul 2026
- Wells Fargo Clearing Services LLCAug 2020 to Apr 2021
- Rhi General GroupAug 2020 to Dec 2020
- Jersey Mike'sSep 2019 to Mar 2020
- Blue Moon Estate SalesJun 2019 to Sep 2019
- Murphy Business SalesSep 2018 to Dec 2018
- Sweeps, LLCMay 2018 to Aug 2020
- Bartaco RestaurantJun 2017 to Sep 2017
- University of North Carolina- Chapel HillAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (AL, NC, 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
- 7290570
- Firm CRD
- 20472