Mitchell Gerald Tanis
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.
- TIAANov 2025 to now
- TIAA-CREF Individual & Institutional Services, LLCNov 2025 to now
- Uber Eats Inc.May 2025 to now
- UBSOct 2024 to Apr 2025
- UBS Financial Services Inc.Oct 2024 to Mar 2025
- Mr. TokyoAug 2024 to Oct 2024
- Roush Yates Manufacturing SolutionsJun 2023 to Aug 2023
- Merrill LynchMay 2022 to Jan 2023
- University of North Carolina WilmingtonAug 2020 to Jul 2024
- Vector MarketingMar 2020 to Sep 2020
- Chick-fil-a-franchiseFeb 2019 to Feb 2020
- Charlotte Catholic High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent 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
- 7560968
- Firm CRD
- 20472