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Richard Todd Rebori

POINT B PLANNING, LLC·KATONAH, New York
Clean recordPOINT 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Todd Rebori is a registered financial advisor based in KATONAH, New York, affiliated with POINT B PLANNING, 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
POINT B PLANNING, LLC
ATWOB
AUM
$74M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at POINT B PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4707220
Firm CRD# 172961
View on FINRA BrokerCheck →

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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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Other Advisors at POINT B PLANNING, LLC

Jeffrey Stephen Wund
KATONAH, NY
Michael Tom
KATONAH, NY

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