Carolyn Janeth Menjivar
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, LLCMay 2026 to now
- TIAAMay 2026 to now
- Bank of America, N.A.Jun 2025 to May 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to May 2026
- UBS Financial Services, IncJul 2024 to Jun 2025
- Capstone LogisticsJun 2024 to Aug 2024
- HomemakerFeb 2024 to Jul 2024
- AmazonAug 2022 to Aug 2022
- Wells Fargo Clearing Services, LLCFeb 2020 to Jul 2022
- Wells Fargo Bank, NAFeb 2019 to Feb 2024
- HomemakerJun 2018 to Feb 2019
- Panda ExpressOct 2017 to Jun 2018
- StancilJun 2017 to Aug 2017
- Extended TravelFeb 2017 to May 2017
- HomemakerOct 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7529153
- Firm CRD
- 20472