Unclaimed Profile

Leah M Alvanos

RETIREMENT PLANNING CO OF NEW ENGLAND INC·WARWICK, Rhode Island

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Leah M Alvanos is a registered financial advisor based in WARWICK, Rhode Island, affiliated with RETIREMENT PLANNING CO OF NEW ENGLAND INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.

AUM

$279M

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 1811296

Firm CRD# 108705

View on FINRA BrokerCheck →

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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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