Catherine Lee Chamberlin
Investment adviser representative at Advice and Planning Services
11 yearsExperience
4 statesRegistered 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 2024 to now
- TIAAMar 2024 to now
- Morgan StanleyOct 2023 to Feb 2024
- Club LuckyApr 2023 to Sep 2023
- TIAAApr 2021 to Mar 2023
- TIAA-CREF Individual & Institutional Services, LLCApr 2021 to Mar 2023
- UnemployedOct 2020 to Apr 2021
- Uno Mas TaqueriaMar 2018 to Nov 2020
- Abc NanniesSep 2017 to May 2018
- Ldk LogisticsApr 2016 to Sep 2017
- Colorado Ballet CompanyDec 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 4 states (AL, IL, TX, VT).
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
- 7356438
- Firm CRD
- 20472