Itallo Roiz fernandes Pereira
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.
- TIAA-CREF Individual & Institutional Services, LLCMar 2026 to now
- TIAAMar 2026 to now
- J.P. Morgan Securities LLCMay 2025 to Mar 2026
- JPMorgan Chase Bank, N.A.May 2025 to Mar 2026
- Ameriprise Financial Services, LLCFeb 2025 to May 2025
- Comerica BankFeb 2025 to May 2025
- UnemployedApr 2024 to Jan 2025
- Morgan StanleyJan 2023 to Mar 2024
- E*trade Securities LLCDec 2021 to Sep 2023
- Charles Schwab - TD Ameritrade, Inc.Mar 2021 to Nov 2021
- UnemployedMar 2021 to Mar 2021
- Wells FargoSep 2017 to Feb 2021
- Main EventSep 2016 to May 2017
- Usmc ReservesMar 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
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
- 7356422
- Firm CRD
- 20472