Timur Nikita Stanton
Investment adviser representative at Advice and Planning Services
11 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
11 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJul 2026 to now
- TIAAJul 2026 to now
- Terra Firma Business and Financial ConsultantsApr 2026 to Jun 2026
- Cresteview Wealth Management, LLCDec 2025 to Feb 2026
- Fisher InvestmentsMay 2024 to Dec 2025
- J.P. Morgan Securities LLCJul 2022 to May 2024
- JPMorgan Chase Bank, N.A.Jul 2022 to May 2024
- Axos BankMar 2020 to Jun 2022
- Aviara Residential Employment IncAug 2019 to Feb 2020
- UnemployedAug 2015 to Aug 2019
- Full-time StudentJun 2015 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7610470
- Firm CRD
- 20472