Danny Arroyave
Investment adviser representative at Advice and Planning Services
10 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
10 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJul 2026 to now
- TIAAJul 2026 to now
- Bank of America, N.A.Jan 2026 to Jul 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to Jul 2026
- American ExpressSep 2023 to Aug 2025
- UnemployedJun 2023 to Sep 2023
- Aegis Insurance Services, Inc.Apr 2023 to Jun 2023
- UnemployedDec 2022 to Apr 2023
- Project DestinedAug 2022 to Dec 2022
- Connectone BankJun 2022 to Jul 2022
- UnemployedApr 2022 to Jun 2022
- AmazonJul 2021 to Apr 2022
- WalmartJun 2020 to Oct 2021
- High Tech High SchoolSep 2018 to Jun 2020
- High Tech High SchoolSep 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 8194127
- Firm CRD
- 20472