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John Charles Labbate

AMERICAN INVESTMENT PLANNERS LLC·JERICHO, New York
SIE, Series 7, Series 63CFPClean record6 years registeredAMERICAN 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 · 6 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Jul 2025 – present
AMERICAN INVESTMENT PLANNERS LLC
Jun 2021 – Dec 2022
JERICHO, NY
CADARET GRANT & CO INC
Jun 2020 – Jul 2025
BOCA RATON, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · June 22, 2020
Years registered · 6
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMERICAN INVESTMENT PLANNERS LLC
CRD 155558 · SEC 801-71988
AUM
$34M
Regulatory assets under management
Employees
17
32 client accounts
Services offered by AMERICAN INVESTMENT PLANNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AMERICAN INVESTMENT PLANNERS LLC →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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Other Advisors at AMERICAN INVESTMENT PLANNERS LLC

Lee Evan Rosenberg
JERICHO, NY
CFP

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