Edon Prelvukaj
Investment adviser representative at Advice and Planning Services
11 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Edon Prelvukaj? 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
11 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCAug 2026 to now
- TIAAAug 2026 to now
- J.P. Morgan Securities LLCSep 2025 to Aug 2026
- JPMorgan Chase Bank, N.A.Sep 2025 to Aug 2026
- TIAAJun 2024 to Sep 2025
- TIAA-CREF Individual & Institutionalservices, LLCJun 2024 to Sep 2025
- Bloomberg L.p/robert HalfJun 2023 to Jun 2024
- Invictus Property AdvisorsJan 2022 to Jan 2023
- New York HabitatAug 2021 to Nov 2021
- The AldynJun 2021 to Aug 2021
- The Channel ClubMay 2021 to Aug 2021
- State University of New York At BinghamtonJan 2020 to May 2023
- Tropical Smoothie CafeApr 2019 to Nov 2019
- UnemployedSep 2015 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7945855
- Firm CRD
- 20472