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Leah M Alvanos

RETIREMENT PLANNING CO OF NEW ENGLAND INC·WARWICK, Rhode Island
SIE, Series 6, Series 63Clean recordRETIREMENT PLANNING CO OF NEW ENGLAND INC
1287 POST ROAD, WARWICK, RI 02888CRD# 1811296Firm CRD# 108705

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leah M Alvanos · WARWICK, RI
Registration
CRD #1811296 · RETIREMENT PLANNING CO OF NEW ENGLAND INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.
CRD 108705 · SEC 801-55956
AUM
$279M
Regulatory assets under management
Employees
4
1,248 client accounts
Services offered by THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC. →
Introduction

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Frequently Asked Questions

What services does Leah M Alvanos offer?
Leah M Alvanos specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WARWICK, Rhode Island for a consultation.
What are Leah M Alvanos's credentials?
Leah M Alvanos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leah M Alvanos located?
Leah M Alvanos is based in WARWICK, Rhode Island, working with RETIREMENT PLANNING CO OF NEW ENGLAND INC. Their office serves clients in the WARWICK metropolitan area and surrounding communities.
How does Leah M Alvanos charge for services?
Leah M Alvanos's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT PLANNING CO OF NEW ENGLAND INC?
RETIREMENT PLANNING CO OF NEW ENGLAND INC has approximately 4 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RETIREMENT PLANNING CO OF NEW ENGLAND INC

David William Allaire
WARWICK, RI
Sotirios Mike Pappas
WARWICK, RI

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Research
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