OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

ROCKVILLE, Maryland·5 registered advisors·CRD# 168342
SEC# 801-785231301-990-4395
01

Firm Overview

AUM
$313M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

5 registered advisors
Athena Bubell
GREAT NECK, New York
Julie Ann Carroll
ROCKVILLE, Maryland
Michael Roy Paris
GREAT NECK, New York
Patrick Kenneth Carroll
ROCKVILLE, Maryland
Stuart Alan Paris
GREAT NECK, New York
05

Office Locations

GREAT NECK, New York
3 advisors
ROCKVILLE, Maryland
2 advisors

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Data sourced from SEC Form ADV filings. OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC (CRD# 168342) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.