FINANCIAL PLANNING ANALYSTS, LLC

MELVILLE, New York·1 registered advisor·CRD# 121338
SEC# 801-613510631-423-8800
01

Firm Overview

AUM
$23M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL PLANNING ANALYSTS, LLC

1 registered advisor
Mark Stewart Brody
MELVILLE, New York
05

Office Locations

MELVILLE, New York
1 advisor

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Data sourced from SEC Form ADV filings. FINANCIAL PLANNING ANALYSTS, LLC (CRD# 121338) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.