FINANCIAL PLANNING ASSOCIATES, LLC

WHITE PLAINS, New York·2 registered advisors·CRD# 159404
SEC# 801-791620(914) 997-9229 X13
01

Firm Overview

AUM
$60M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Other: 3RD PARTY ADVISER FEE SHARE
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL PLANNING ASSOCIATES, LLC

2 registered advisors
Antonio Angelo Taddeo
WHITE PLAINS, New York
Stephen Thomas Gillingham
WHITE PLAINS, New York
05

Office Locations

WHITE PLAINS, New York
2 advisors

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Data sourced from SEC Form ADV filings. FINANCIAL PLANNING ASSOCIATES, LLC (CRD# 159404) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.