Zachary Robert Goreczny
Investment adviser representative at Advice and Planning Services
16 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
16 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCFeb 2026 to now
- TIAAFeb 2026 to now
- Z Tech and DataSep 2025 to now
- Wells Fargo Clearing ServicesOct 2025 to Jan 2026
- RandstadSep 2025 to Jan 2026
- Equity Services IncJun 2025 to Aug 2025
- National Life GroupMay 2025 to Aug 2025
- TIAAJun 2022 to May 2025
- TIAA-CREF Individual & Institutional Services, LLCJun 2022 to May 2025
- TIAAJun 2021 to Aug 2021
- UberOct 2020 to Nov 2021
- TargetApr 2020 to May 2022
- MediumMar 2020 to Jan 2021
- York College of PennsylvaniaAug 2019 to May 2022
- StaplesDec 2010 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7544093
- Firm CRD
- 20472