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Gabriel Ross Blancarte

Investment adviser representative at Advice and Planning Services
11 yearsExperience
3 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

11 years in the industry.

  1. TIAA-CREF Individual & Institutional Services, LLCJun 2023 to now
  2. TIAAJun 2023 to now
  3. University of MissouriJan 2023 to May 2023
  4. Fletching CapitalAug 2022 to Jan 2023
  5. TIAAJun 2022 to Aug 2022
  6. Education - University of MissouriAug 2021 to Jun 2022
  7. Ls FencingMay 2019 to Aug 2021
  8. Above AllAug 2018 to Feb 2020
  9. QuiktripJun 2017 to Dec 2018
  10. Price ChopperAug 2016 to Jun 2017
  11. EducationAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 3 states (AL, 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
7733530
Firm CRD
20472
Advisor's SEC record (opens in a new tab)
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