Casaia Neoni Gaspard
Investment adviser representative at Advice and Planning Services
10 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
10 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCAug 2026 to now
- TIAAAug 2026 to now
- Robinhood Asset Management, LLCApr 2025 to Jul 2026
- Robinhood Markets, Inc.Dec 2024 to Jul 2026
- UnemployedMar 2024 to Dec 2024
- Beacon Pointe AdvisorsOct 2023 to Mar 2024
- UnemployedDec 2022 to Oct 2023
- J.P. Morgan Securities LLCOct 2022 to Dec 2022
- JPMorgan Chase Bank, N.A.Oct 2022 to Dec 2022
- Vanguard Marketing CorporationNov 2021 to Sep 2022
- Cost Plus World MarketAug 2021 to Jan 2022
- AerotekApr 2021 to Nov 2021
- New York Life InsuranceNov 2020 to Apr 2021
- UnemployedAug 2020 to Oct 2020
- Allstate BancorpMar 2020 to Mar 2020
- Green Day MortgageMar 2020 to Mar 2020
- Erac Co of Los Angeles, LLCNov 2019 to Nov 2019
- Ihss (in Home Supportive Service)Jan 2019 to Dec 2020
- Decatur Capital ManagementSep 2018 to Dec 2018
- FollettAug 2018 to Nov 2018
- City of Atlanta WatershedMay 2018 to Aug 2018
- Security Industry SpecialistsJan 2018 to Apr 2018
- Georgia State UniversityJan 2017 to Dec 2017
- City of Atlanta WatershedMay 2016 to Dec 2016
- Friends of a FamilyApr 2016 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
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
- 7294009
- Firm CRD
- 20472