Aahil Shehzad Ali
Investment adviser representative at Advice and Planning Services
10 yearsExperience
3 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
10 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCAug 2026 to now
- TIAAAug 2026 to now
- The Rebel Blowdry SpaMay 2025 to Dec 2025
- J.P. Morgan Securities LLCSep 2022 to Aug 2026
- JPMorgan Chase Bank, N.A.Sep 2022 to Aug 2026
- Robinhood Financial, LLCFeb 2022 to Sep 2022
- Robinhood Markets, IncFeb 2022 to Sep 2022
- Charles Schwab & Co.Apr 2021 to Jan 2022
- TD Ameritrade, Inc.Mar 2021 to Jan 2022
- Norwex USA IncNov 2020 to Apr 2021
- Aerospace Professional Services LLCJul 2020 to Dec 2020
- Quantum Assurance International, IncJul 2020 to Aug 2020
- American AirlinesSep 2019 to Oct 2020
- 24 Hour FitnessMar 2019 to Sep 2020
- UnemployedFeb 2019 to Feb 2019
- Wal-martDec 2018 to Jan 2019
- Top Flight GymnasticsSep 2018 to Oct 2018
- The Little GymJan 2018 to Dec 2018
- Asi GymnasticsNov 2017 to Nov 2018
- UnemployedAug 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (AL, 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
- 7359263
- Firm CRD
- 20472