Yuxian Elva Macaluso
Investment adviser representative at Advice and Planning Services
10 yearsExperience
2 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, LLCFeb 2024 to now
- TIAAFeb 2024 to now
- First Citizens BankNov 2023 to Feb 2024
- First Citizens Investor Services, Inc.Nov 2023 to Feb 2024
- Vanguard Marketing CorporationMay 2023 to Nov 2023
- Jing Yu Investment LLCNov 2022 to Mar 2024
- UnemployedFeb 2022 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to Jan 2022
- Bank of America N.A.Oct 2020 to Feb 2022
- BelkFeb 2018 to Mar 2018
- TD BankAug 2017 to Oct 2020
- University of South Carolina AikenAug 2017 to Aug 2019
- Macy'sMar 2017 to Feb 2018
- Amazon WarehouseJul 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 7464014
- Firm CRD
- 20472