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Stephen Thomas Gillingham

FINANCIAL PLANNING ASSOCIATES, LLC·WHITE PLAINS, New York
Unclaimed Profile
399 KNOLLWOOD ROAD, WHITE PLAINS, NY 10603CRD# 2566667Firm CRD# 159404
01

About

Stephen Thomas Gillingham is a registered financial advisor based in WHITE PLAINS, New York, affiliated with FINANCIAL PLANNING ASSOCIATES, 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
03

Firm Overview

Firm
FINANCIAL PLANNING ASSOCIATES, LLC
FINANCIAL PLANNING ASSOCIATES, LLC
AUM
$60M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FINANCIAL PLANNING ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: 3RD PARTY ADVISER FEE SHARE
Regulatory
SEC/IARD CRD# 2566667
Firm CRD# 159404
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Thomas Gillingham offer?
Stephen Thomas Gillingham specializes in Financial Planning, Investment Management. Contact their office in WHITE PLAINS, New York for a consultation.
What are Stephen Thomas Gillingham's credentials?
Stephen Thomas Gillingham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Thomas Gillingham located?
Stephen Thomas Gillingham is based in WHITE PLAINS, New York, working with FINANCIAL PLANNING ASSOCIATES, LLC. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How does Stephen Thomas Gillingham charge for services?
Stephen Thomas Gillingham's firm is compensated through percentage of aum, hourly charges, other: 3rd party adviser fee share. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL PLANNING ASSOCIATES, LLC?
FINANCIAL PLANNING ASSOCIATES, LLC has approximately 1 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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