Conor Joseph Lydon
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, LLCApr 2024 to now
- TIAAApr 2024 to now
- Massmutual Greater PhiladelphiaMay 2023 to Feb 2024
- MML Investors Services LLCApr 2023 to Feb 2024
- Mycio Wealth Partners, LLCMay 2021 to Apr 2023
- Ethos Capital AdvisorsJan 2021 to Apr 2021
- 1847financialOct 2019 to Dec 2020
- Saint Joseph's UniversityMay 2019 to May 2021
- Lyneer Search GroupSep 2017 to May 2019
- Bubba's LiquorJun 2017 to Sep 2017
- Mcadam FinancialSep 2016 to Mar 2017
- Drexel UniversitySep 2014 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7332150
- Firm CRD
- 20472