Stephen William Watson
Investment adviser representative at Advice and Planning Services
12 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
12 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCAug 2026 to now
- TIAAAug 2026 to now
- Vanguard Advisers, Inc.Jul 2024 to Aug 2026
- Vanguard Marketing CorporationMar 2021 to Aug 2026
- UnemployedJan 2021 to Mar 2021
- Share MobilitySep 2020 to Dec 2020
- Doordash Inc.Aug 2020 to Nov 2020
- UnemployedMay 2020 to Aug 2020
- The Ohio State University - Fisher College of BusinessAug 2019 to May 2020
- Texas InstrumentsMay 2019 to Aug 2019
- The Ohio State University - Fisher College of BusinessAug 2018 to May 2019
- Texas InstrumentsMay 2018 to Aug 2018
- Quicken LoansMay 2017 to Aug 2017
- The Ohio State UniversityAug 2014 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 4 states (AL, NC, 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
- 7356544
- Firm CRD
- 20472