AG
Aida C. Gonzalez
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES
Drexel Hill, PA
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CRD#: 3129125
AG
Professional summary
Aida Corinne Gonzalez, who also goes by Aida Corinee Gonzalez-evans, Aida Corinne Gonzalez-evans, is a registered financial advisor currently at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC located in Drexel Hill, Pennsylvania.
Aida is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Aida has worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Aida Corinee Gonzalez-Evans | Aida Corinne Gonzalez-Evans
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
THE NATIONAL DRIFTERS INCORPORATED POSITION: Vice President NATURE: It's a social outlet for women with similar backgrounds and interests. Once a year, the organization hosts a fundraising event to raise money for academic scholarships for youth. I have been elected VP of the Drifters. I am not compensated nor do I have access to the bank account for the org. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 2783 Sutton Place, Doylestown PA 18902, United States DESCRIPTION: I help plan activities and run meetings for the org.
CRS (Client Relationship Summary) - RIA
Click below to view Aida Corinne Gonzalez's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Aida Corinne Gonzalez's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 28, 2014 - Present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Office #2: 201 King Of Prussia Drive Offices 620 624, 625, 627, 636, 638, Radnor, PA, 19087RIA
BD
CRD#: 20472
Drexel Hill, PA
Current
May 28, 2014 - Present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Office #1: 201 King Of Prussia Drive Offices 620 624, 625, 627, 636, 638, Radnor, PA, 19087RIA
BD
CRD#: 20472
Radnor, PA
Past
November 18, 2013 - March 7, 2014
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
PHILADELPHIA, PA
Past
November 15, 2013 - March 7, 2014
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
PHILADELPHIA, PA
Past
November 15, 2012 - November 4, 2013
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
NORRISTOWN, PA
Past
March 26, 2008 - January 11, 2011
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PHILADELPHIA, PA
Past
October 11, 2007 - January 10, 2011
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
PHILADELPHIA, PA
Past
February 2, 2006 - August 31, 2007
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
PHILADELPHIA, PA
Past
November 25, 2003 - January 26, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
PHILADELPHIA, PA
Past
December 16, 1998 - January 26, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
December 16, 1998 - January 26, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
PHILADELPHIA, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
ADVICE & PLANNING SERVICES | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. | TIAA-CREF BROKERAGE SERVICES | TIAA-CREF ADVICE AND PLANNING SERVICES | COLLEGE RETIREMENT EQUITIES FUND | ADVICE AND PLANNING SERVICES
CRD#: 20472 / SEC#: 801-63550, 8-44454
RIA
Registered Investment Advisory firm - SEC (9/24/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(11/12/2018)
RR
Delaware(6/3/2014)
RR
District of Columbia(10/17/2018)
RR
Florida(5/8/2020)
RR
Maryland(8/17/2016)
RR
New Jersey(6/4/2014)
RR
New Mexico(12/7/2023)
RR
New York(6/25/2014)
IAR
Pennsylvania(5/28/2014)
RR
Pennsylvania(5/29/2014)
RR
Texas(9/1/2021)
IAR
Texas(8/21/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TI
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
ADVICE & PLANNING SERVICES | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. | TIAA-CREF BROKERAGE SERVICES | TIAA-CREF ADVICE AND PLANNING SERVICES | COLLEGE RETIREMENT EQUITIES FUND | ADVICE AND PLANNING SERVICES
CRD#: 20472 / SEC#: 801-63550, 8-44454
RIA
Registered Investment Advisory firm - SEC (9/24/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
730 Third Avenue, New York, NY 10017-3206
Mailing Address
8500 Andrew Carnegie Boulevard Mail Stop Ssc/c2/08, Charlotte, NC 28262-8500
Phone number
(704) 988-3565
Established
Delaware since 01/01/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,319
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA | SOLE OWNER OF APPLICANT | |
| ABBOTT, ROSS HAMLET | PRESIDENT, CEO (INTERIM), CHIEF OPERATING OFFICER, ELECTED MANAGER | 2756063 |
| BARNHILL, HELEN GWYN | CHIEF LEGAL OFFICER | 2574877 |
| BELLUCCI, RAYMOND JOHN | ELECTED MANAGER | 1807977 |
| HEASLIP, DEREK JAMES | ELECTED MANAGER | 6318596 |
| INTIHAR, JEREMY ROSS | CHIEF COMPLIANCE OFFICER - REGISTERED INVESTMENT ADVISER | 5040823 |
| LEWIS, BENJAMIN HERBERT | ELECTED MANAGER | 1687894 |
| MANGANO, JENNIFER LYNN | CHIEF FINANCIAL OFFICER | 7659359 |
| MUKHERJEE, NILADRI | ELECTED MANAGER | 5227234 |
| SARAVANAN, SHANKAR | VICE PRESIDENT, ELECTED MANAGER | 7789140 |
| STICKROD, CHRISTOPHER EUGENE | ELECTED MANAGER | 4627958 |
| WEINSTEIN, SCOTT WILLIAM | CHIEF COMPLIANCE OFFICER - BROKER DEALER | 4324014 |
Regulatory assets under management
| Total Number of Accounts | 72,807 |
| AUM (Assets Under Management) | $ 34,343,329,152 |
Disclosures
| Regulatory Event | 8 |
| Arbitration | 4 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/23/2025 | ||
| 12/13/2023 | ||
| 03/21/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
