Olivia Rai Newsome
Investment adviser representative at Advice and Planning Services
14 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Olivia Rai Newsome? Claim your profile
Contact this firm
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
14 years in the industry.
- TIAAJun 2022 to now
- TIAA-CREF Individual & Institutional Services, LLCJun 2022 to now
- General Services AdministrationJun 2021 to Apr 2022
- Amit TradingJan 2020 to Apr 2020
- Scribe Video CenterSep 2019 to Dec 2019
- South Moon UnderJun 2019 to Aug 2019
- Temple UniversityAug 2018 to May 2022
- Alexandria City Recreation DepartmentJun 2017 to Jul 2020
- St. Stephens & St. Agnes SchoolJul 2012 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 7579586
- Firm CRD
- 20472