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Gerard Nmn Barrasso

UNITED FINANCIAL PLANNING GROUP LLC·HAUPPAUGE, New York
Clean record5 years registeredUNITED FINANCIAL PLANNING GROUP LLC
350 MOTOR PARKWAY, HAUPPAUGE, NY 11788-2981CRD# 5655119Firm CRD# 149843

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerard Nmn Barrasso · HAUPPAUGE, NY
Registration
CRD #5655119 · UNITED FINANCIAL PLANNING GROUP LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

UNITED FINANCIAL PLANNING GROUP LLC
Jul 2021 – present
02

Registrations & Exams

Registration record
First registered · July 15, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
UNITED FINANCIAL PLANNING GROUP LLC
CRD 149843 · SEC 801-113324
AUM
$244M
Regulatory assets under management
Employees
8
732 client accounts
Services offered by UNITED FINANCIAL PLANNING GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at UNITED FINANCIAL PLANNING GROUP LLC →
Introduction

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Frequently Asked Questions

What services does Gerard Nmn Barrasso offer?
Gerard Nmn Barrasso specializes in Financial Planning, Investment Management. Contact their office in HAUPPAUGE, New York for a consultation.
What are Gerard Nmn Barrasso's credentials?
Gerard Nmn Barrasso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerard Nmn Barrasso located?
Gerard Nmn Barrasso is based in HAUPPAUGE, New York, working with UNITED FINANCIAL PLANNING GROUP LLC. Their office serves clients in the HAUPPAUGE metropolitan area and surrounding communities.
How does Gerard Nmn Barrasso charge for services?
Gerard Nmn Barrasso'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 UNITED FINANCIAL PLANNING GROUP LLC?
UNITED FINANCIAL PLANNING GROUP LLC has approximately 8 employees and manages $244M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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