Aleksandar Tah Curgus
Investment adviser representative at Advice and Planning Services
10 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
10 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCAug 2026 to now
- TIAAAug 2026 to now
- Strategic Advisers LLCMar 2025 to Jul 2026
- Fidelity Personal and Workplace AdvisorsApr 2024 to Mar 2025
- Fidelity Brokerage Services LLCFeb 2023 to Jul 2026
- Equitable Advisors, LLCJul 2022 to Feb 2023
- UnemployedSep 2021 to Jul 2022
- Charles SchwabMar 2021 to Sep 2021
- Lucky BrandNov 2020 to Apr 2021
- VansNov 2020 to Apr 2021
- J.crewFeb 2020 to Sep 2020
- GapJun 2018 to Aug 2018
- Creighton UniversitySep 2017 to Dec 2019
- UnemployedMar 2017 to Jul 2017
- WhataburgerAug 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
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
- 7356728
- Firm CRD
- 20472