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Gerard Nmn Barrasso

UNITED FINANCIAL PLANNING GROUP LLC·HAUPPAUGE, New York
Clean recordUNITED 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gerard Nmn Barrasso is a registered financial advisor based in HAUPPAUGE, New York, affiliated with UNITED FINANCIAL PLANNING GROUP LLC. 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
Introduction

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03

Firm Overview

Firm
UNITED FINANCIAL PLANNING GROUP LLC
UNITED FINANCIAL PLANNING GROUP LLC
AUM
$244M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at UNITED FINANCIAL PLANNING GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5655119
Firm CRD# 149843
View on FINRA BrokerCheck →

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05

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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