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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.

  1. TIAA-CREF Individual & Institutional Services, LLCAug 2026 to now
  2. TIAAAug 2026 to now
  3. Robinhood Asset Management, LLCApr 2025 to Jul 2026
  4. Robinhood Markets, Inc.Dec 2024 to Jul 2026
  5. UnemployedMar 2024 to Dec 2024
  6. Beacon Pointe AdvisorsOct 2023 to Mar 2024
  7. UnemployedDec 2022 to Oct 2023
  8. J.P. Morgan Securities LLCOct 2022 to Dec 2022
  9. JPMorgan Chase Bank, N.A.Oct 2022 to Dec 2022
  10. Vanguard Marketing CorporationNov 2021 to Sep 2022
  11. Cost Plus World MarketAug 2021 to Jan 2022
  12. AerotekApr 2021 to Nov 2021
  13. New York Life InsuranceNov 2020 to Apr 2021
  14. UnemployedAug 2020 to Oct 2020
  15. Allstate BancorpMar 2020 to Mar 2020
  16. Green Day MortgageMar 2020 to Mar 2020
  17. Erac Co of Los Angeles, LLCNov 2019 to Nov 2019
  18. Ihss (in Home Supportive Service)Jan 2019 to Dec 2020
  19. Decatur Capital ManagementSep 2018 to Dec 2018
  20. FollettAug 2018 to Nov 2018
  21. City of Atlanta WatershedMay 2018 to Aug 2018
  22. Security Industry SpecialistsJan 2018 to Apr 2018
  23. Georgia State UniversityJan 2017 to Dec 2017
  24. City of Atlanta WatershedMay 2016 to Dec 2016
  25. 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
Advisor's SEC record (opens in a new tab)
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