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Mark Stewart Brody

FINANCIAL PLANNING ANALYSTS, LLC·MELVILLE, New York
Clean recordFINANCIAL PLANNING ANALYSTS, LLC
734 WALT WHITMAN RD, MELVILLE, NY 11747CRD# 1475753Firm CRD# 121338

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Stewart Brody · MELVILLE, NY
Registration
CRD #1475753 · FINANCIAL PLANNING ANALYSTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Stewart Brody is a registered financial advisor based in MELVILLE, New York, affiliated with FINANCIAL PLANNING ANALYSTS, 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
FINANCIAL PLANNING ANALYSTS, LLC
FINANCIAL PLANNING ANALYSTS, LLC
AUM
$23M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FINANCIAL PLANNING ANALYSTS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1475753
Firm CRD# 121338
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Stewart Brody offer?
Mark Stewart Brody specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.
What are Mark Stewart Brody's credentials?
Mark Stewart Brody is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Stewart Brody located?
Mark Stewart Brody is based in MELVILLE, New York, working with FINANCIAL PLANNING ANALYSTS, LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Mark Stewart Brody charge for services?
Mark Stewart Brody's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL PLANNING ANALYSTS, LLC?
FINANCIAL PLANNING ANALYSTS, LLC has approximately 1 employees and manages $23M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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