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John Charles Labbate

AMERICAN INVESTMENT PLANNERS LLC·JERICHO, New York
Clean recordAMERICAN INVESTMENT PLANNERS LLC
500 NORTH BROADWAY, JERICHO, NY 11753CRD# 3071131Firm CRD# 155558

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Charles Labbate · JERICHO, NY
Registration
CRD #3071131 · AMERICAN INVESTMENT PLANNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Charles Labbate is a registered financial advisor based in JERICHO, New York, affiliated with AMERICAN INVESTMENT PLANNERS 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
AMERICAN INVESTMENT PLANNERS LLC
AMERICAN INVESTMENT PLANNERS LLC
AUM
$34M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at AMERICAN INVESTMENT PLANNERS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3071131
Firm CRD# 155558
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Charles Labbate offer?
John Charles Labbate specializes in Financial Planning, Investment Management. Contact their office in JERICHO, New York for a consultation.
What are John Charles Labbate's credentials?
John Charles Labbate is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Charles Labbate located?
John Charles Labbate is based in JERICHO, New York, working with AMERICAN INVESTMENT PLANNERS LLC. Their office serves clients in the JERICHO metropolitan area and surrounding communities.
How does John Charles Labbate charge for services?
John Charles Labbate'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 AMERICAN INVESTMENT PLANNERS LLC?
AMERICAN INVESTMENT PLANNERS LLC has approximately 17 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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