Unclaimed Profile

Gerard Morra

ASSET & FINANCIAL PLANNING, LTD·POUGHKEEPSIE, New York

ASSET & FINANCIAL PLANNING, LTD

11 RAYMOND AVENUE, POUGHKEEPSIE, NY 12603CRD# 4553554Firm CRD# 110709

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gerard Morra · POUGHKEEPSIE, NY

Registration

CRD #4553554 · ASSET & FINANCIAL PLANNING, LTD

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Gerard Morra is a registered financial advisor based in POUGHKEEPSIE, New York, affiliated with ASSET & FINANCIAL PLANNING, LTD. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ASSET & FINANCIAL PLANNING, LTD

AUM

$317M

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4553554

Firm CRD# 110709

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gerard Morra offer?

Gerard Morra specializes in Financial Planning, Investment Management. Contact their office in POUGHKEEPSIE, New York for a consultation.

What are Gerard Morra's credentials?

Gerard Morra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerard Morra located?

Gerard Morra is based in POUGHKEEPSIE, New York, working with ASSET & FINANCIAL PLANNING, LTD. Their office serves clients in the POUGHKEEPSIE metropolitan area and surrounding communities.

How does Gerard Morra charge for services?

Gerard Morra'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 ASSET & FINANCIAL PLANNING, LTD?

ASSET & FINANCIAL PLANNING, LTD has approximately 90 employees and manages $317M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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