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Roberta Kramer Scanlon

CONFIDENTIAL PLANNING I, LLC·SYRACUSE, New York
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507 PLUM ST, STE 120, SYRACUSE, NY 13204CRD# 834399Firm CRD# 145807
01

About

Roberta Kramer Scanlon is a registered financial advisor based in SYRACUSE, New York, affiliated with CONFIDENTIAL PLANNING I, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Fee-Only Advisory
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
CONFIDENTIAL PLANNING I, LLC
CONFIDENTIAL PLANNING I, LLC
AUM
$54M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CONFIDENTIAL PLANNING I, LLC →
Services
Financial planning
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 834399
Firm CRD# 145807
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roberta Kramer Scanlon offer?
Roberta Kramer Scanlon specializes in Financial Planning, Fee-Only Advisory. Contact their office in SYRACUSE, New York for a consultation.
What are Roberta Kramer Scanlon's credentials?
Roberta Kramer Scanlon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roberta Kramer Scanlon located?
Roberta Kramer Scanlon is based in SYRACUSE, New York, working with CONFIDENTIAL PLANNING I, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.
How does Roberta Kramer Scanlon charge for services?
Roberta Kramer Scanlon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONFIDENTIAL PLANNING I, LLC?
CONFIDENTIAL PLANNING I, LLC has approximately 9 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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