Unclaimed Profile

Athena Bubell

ACI PARTNERS, LLC·GREAT NECK, New York

SIE, Series 6, Series 63, Series 65Clean recordACI PARTNERS, LLC

185 GREAT NECK ROAD, GREAT NECK, NY 11021CRD# 2926739Firm CRD# 168342

Profile Verification

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

Identity

Athena Bubell · GREAT NECK, NY

Registration

CRD #2926739 · ACI PARTNERS, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

CRD 168342 · SEC 801-78523

AUM

$313M

Regulatory assets under management

Employees

864 client accounts

Services offered by OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Athena Bubell offer?

Athena Bubell specializes in Financial Planning, Investment Management. Contact their office in GREAT NECK, New York for a consultation.

What are Athena Bubell's credentials?

Athena Bubell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Athena Bubell located?

Athena Bubell is based in GREAT NECK, New York, working with ACI PARTNERS, LLC. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.

How does Athena Bubell charge for services?

Athena Bubell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACI PARTNERS, LLC?

ACI PARTNERS, LLC has approximately 8 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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