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COMPLETE ADVISORS PLUS LLC
COMPLETE ADVISORS PLUS LLC
COMPLETE ADVISORS
VALLEY STREAM, New York
·
2 registered advisors
·
CRD# 307127
SEC# 801-118206
0
516-240-6161
01
Firm Overview
AUM
$75M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COMPLETE ADVISORS PLUS LLC
2 registered advisors
Evan Marc Levine
VALLEY STREAM, New York
CRD# 2089985
Nainesh A Shah
VALLEY STREAM, New York
CRD# 6770965
05
Office Locations
VALLEY STREAM, New York
2 advisors
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Data sourced from SEC Form ADV filings. COMPLETE ADVISORS PLUS LLC (CRD# 307127) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.