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Andrew Scott Klick

GARY GOLDBERG PLANNING SERVICES, LLC·LOCUST VALLEY, New York
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119 BIRCH HILL RD, LOCUST VALLEY, NY 11560CRD# 2186884Firm CRD# 173565
01

About

Andrew Scott Klick is a registered financial advisor based in LOCUST VALLEY, New York, affiliated with GARY GOLDBERG PLANNING SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GARY GOLDBERG PLANNING SERVICES, LLC
GARY GOLDBERG PLANNING SERVICES
AUM
$486M
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at GARY GOLDBERG PLANNING SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARING IN PERFORMANCE-BASED FEES FOR CERTAIN PRIVATE FUNDS
Regulatory
SEC/IARD CRD# 2186884
Firm CRD# 173565
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Scott Klick offer?
Andrew Scott Klick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOCUST VALLEY, New York for a consultation.
What are Andrew Scott Klick's credentials?
Andrew Scott Klick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Scott Klick located?
Andrew Scott Klick is based in LOCUST VALLEY, New York, working with GARY GOLDBERG PLANNING SERVICES, LLC. Their office serves clients in the LOCUST VALLEY metropolitan area and surrounding communities.
How does Andrew Scott Klick charge for services?
Andrew Scott Klick's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sharing in performance-based fees for certain private funds. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GARY GOLDBERG PLANNING SERVICES, LLC?
GARY GOLDBERG PLANNING SERVICES, LLC has approximately 26 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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