CONFIDENTIAL PLANNING I, LLC

EAST SYRACUSE, New York·4 registered advisors·CRD# 145807
SEC# 801-691840315-251-1101
01

Firm Overview

AUM
$54M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
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

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

Office Locations

SYRACUSE, New York
3 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.