Sophia Rose Gerhards
Investment adviser representative at Advice and Planning Services
10 yearsExperience
4 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, LLCAug 2026 to now
- TIAAAug 2026 to now
- J.P Morgan Securities LLCJul 2022 to Aug 2026
- JPMorgan Chase Bank, N.A.Jul 2022 to Aug 2026
- Smoke ShackFeb 2021 to Jun 2022
- Spothopper LLCNov 2020 to Feb 2021
- UnemployedSep 2020 to Oct 2020
- The SafehouseAug 2019 to Jul 2020
- The BoneyardMay 2019 to Aug 2019
- Antigua RealOct 2016 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 4 states (AL, GA, TX, VT).
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
- 7608906
- Firm CRD
- 20472