Annie Pankaj Shah
Investment adviser representative at Advice and Planning Services
10 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
10 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJun 2026 to now
- TIAAJun 2026 to now
- Bank of America, N.A.Jan 2022 to May 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2022 to May 2026
- First Connivence BankAug 2021 to Jan 2022
- TargetMay 2021 to Jul 2022
- KrogerMay 2021 to May 2021
- UnemployedFeb 2021 to May 2021
- Tamarind GlobalNov 2017 to Feb 2021
- v Think HospitalityJan 2017 to Feb 2021
- University of MumbaiJul 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7991698
- Firm CRD
- 20472