Unclaimed Profile

Naomi Lynn Kantrowitz

BRIGHTPLAN LLC·SAN JOSE, California

SIE, Series 7, Series 24, Series 27, Series 63Clean recordBRIGHTPLAN LLC

333 WEST SAN CARLOS STREET, SAN JOSE, CA 95110CRD# 5135765Firm CRD# 283790

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Naomi Lynn Kantrowitz · SAN JOSE, CA

Registration

CRD #5135765 · BRIGHTPLAN LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHTPLAN LLC

CRD 283790 · SEC 801-108227

Employees

Total firm employees

Services offered by BRIGHTPLAN LLC

Per Form ADV

Financial planning

Security ratings or pricing services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at BRIGHTPLAN LLC →

Introduction

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Frequently Asked Questions

What services does Naomi Lynn Kantrowitz offer?

Naomi Lynn Kantrowitz specializes in Financial Planning. Contact their office in SAN JOSE, California for a consultation.

What are Naomi Lynn Kantrowitz's credentials?

Naomi Lynn Kantrowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Naomi Lynn Kantrowitz located?

Naomi Lynn Kantrowitz is based in SAN JOSE, California, working with BRIGHTPLAN LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Naomi Lynn Kantrowitz charge for services?

Naomi Lynn Kantrowitz's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIGHTPLAN LLC?

BRIGHTPLAN LLC has approximately 44 employees. The firm is registered with the SEC as an investment adviser.

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