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Richard Todd Rebori

POINT B PLANNING, LLC·KATONAH, New York
Series 7, Series 66Clean record9 years registeredPOINT B PLANNING, LLC
23 PARKWAY, KATONAH, NY 10536CRD# 4707220Firm CRD# 172961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Todd Rebori · KATONAH, NY
Registration
CRD #4707220 · POINT B PLANNING, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

ATWOB
Jul 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · July 14, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
POINT B PLANNING, LLC
CRD 172961 · SEC 801-118588
AUM
$74M
Regulatory assets under management
Employees
3
225 client accounts
Services offered by POINT B PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at POINT B PLANNING, LLC →
Introduction

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05

Frequently Asked Questions

What services does Richard Todd Rebori offer?
Richard Todd Rebori specializes in Financial Planning, Investment Management. Contact their office in KATONAH, New York for a consultation.
What are Richard Todd Rebori's credentials?
Richard Todd Rebori is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Todd Rebori located?
Richard Todd Rebori is based in KATONAH, New York, working with POINT B PLANNING, LLC. Their office serves clients in the KATONAH metropolitan area and surrounding communities.
How does Richard Todd Rebori charge for services?
Richard Todd Rebori'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 POINT B PLANNING, LLC?
POINT B PLANNING, LLC has approximately 3 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michael Tom
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