Ishan Ashish Chitale
Investment adviser representative at Advice and Planning Services
11 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
11 years in the industry.
- TIAAFeb 2026 to now
- TIAA-CREF Individual & Institutional Services, LLCFeb 2026 to now
- Bank of America, N.A.Dec 2024 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2024 to Jan 2026
- Vanguard Advisers, Inc.Oct 2023 to Dec 2024
- Vanguard Marketing CorporationJul 2023 to Dec 2024
- The Vanguard Group, IncJul 2023 to Oct 2024
- Self EmployedJun 2022 to Aug 2022
- Northwestern MutualMay 2021 to Feb 2022
- University of South CarolinaAug 2019 to May 2023
- Weddington High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7319868
- Firm CRD
- 20472