CONFIDENTIAL PLANNING I, LLC

EAST SYRACUSE, New York·3 registered advisors·CRD# 145807
SEC# 801-691840315-251-1101
01

Firm Overview

AUM
$54M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Other
Compensation
Percentage of AUM
03

Specialties

Financial PlanningFee-Only Advisory
04

Advisors at CONFIDENTIAL PLANNING I, LLC

3 registered advisors
Dario Joseph Vacco
EAST SYRACUSE, New York
Mark Vislosky
SYRACUSE, New York
Roberta Kramer Scanlon
SYRACUSE, New York
05

Office Locations

SYRACUSE, New York
2 advisors
EAST SYRACUSE, New York
1 advisor

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Data sourced from SEC Form ADV filings. CONFIDENTIAL PLANNING I, LLC (CRD# 145807) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.