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Richard J. Birnbach

C & C FINANCIAL SERVICES, INC.·GREAT NECK, New York
Unclaimed Profile
175 GREAT NECK RD, GREAT NECK, NY 11021CRD# 4488213Firm CRD# 106752
01

About

Richard J. Birnbach is a registered financial advisor based in GREAT NECK, New York, affiliated with C & C FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
C & C FINANCIAL SERVICES, INC.
C & C FINANCIAL SERVICES, INC.
AUM
$56M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at C & C FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4488213
Firm CRD# 106752
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard J. Birnbach offer?
Richard J. Birnbach specializes in Financial Planning, Investment Management. Contact their office in GREAT NECK, New York for a consultation.
What are Richard J. Birnbach's credentials?
Richard J. Birnbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard J. Birnbach located?
Richard J. Birnbach is based in GREAT NECK, New York, working with C & C FINANCIAL SERVICES, INC.. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.
How does Richard J. Birnbach charge for services?
Richard J. Birnbach's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is C & C FINANCIAL SERVICES, INC.?
C & C FINANCIAL SERVICES, INC. has approximately 2 employees and manages $56M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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