Aidan Jesse Mabunga
Investment adviser representative at Advice and Planning Services
12 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
12 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCDec 2025 to now
- TIAADec 2025 to now
- Bank of America, N.A.Apr 2024 to Nov 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to Nov 2025
- Equitable Advisors, LLCJul 2023 to Mar 2024
- Melting PotApr 2023 to Apr 2024
- Charlotte Country ClubJan 2023 to May 2023
- Estampa GauchaDec 2022 to Jan 2023
- Outback SteakhouseDec 2021 to Nov 2022
- Aspen HeightsAug 2021 to Aug 2021
- Project DestinedJun 2021 to Aug 2021
- Unc CharlotteMar 2021 to Dec 2021
- Mcconnel GolfJul 2020 to Aug 2020
- Kingfish PokeJan 2020 to Mar 2020
- University of North Carolina At CharlotteAug 2019 to May 2023
- Mcconnel GolfMay 2019 to Aug 2019
- Kerr YmcaJan 2019 to Apr 2019
- UnemployedSep 2018 to Dec 2018
- Pool ProfessionalsJun 2018 to Aug 2018
- UnemployedMay 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State 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
- 7790668
- Firm CRD
- 20472