Advice And Planning Services

Advice And Planning Services (CRD# 20472) is a financial advisory firm headquartered in New York, NY. They manage $30,492,592,799 in 76,553 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    30,493
    MILLION
  • Total Number of Accounts
    76,553
    ACCOUNTS
  • Average Account Value
    $398,320
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Advice And Planning Services
Showing 1 - 10 of 1,385 top financial advisors.
1
Ross H. Abbott
CRD#: 2756063
Simsbury, CT

Ross Abbott (CRD# 2756063) is an Investment Advisor Representative working at Advice And Planning Services in Simsbury, CT and has over 20 years of experience in the finance industry.

2
Jonathan D. Abbuehl
CRD#: 6312608
1800 N. Military Trail, Suite 175, Boca Raton, FL 33431

Jonathan Abbuehl (CRD# 6312608) is an Investment Advisor Representative working at Advice And Planning Services in Boca Raton, FL and has over 5 years of experience in the finance industry.

3
Brian P. Ablutz
CRD#: 4638076
6850 Austin Center Blvd., Suite 230, Austin, TX 78731

Brian Ablutz (CRD# 4638076) is an Investment Advisor Representative working at Advice And Planning Services in Austin, TX and has over 17 years of experience in the finance industry.

4
Neal Acharya
CRD#: 6424613
8500 Andrew Carnegie Blvd., Charlotte Regional, Charlotte, NC 28262

Neal Acharya (CRD# 6424613) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 5 years of experience in the finance industry.

5
Lisa D. Adamonis Pile
CRD#: 6157085
6802 Paragon Place, Suite 410,rooms 437, 438, 439, 440, Richmond, VA 23230

Lisa Adamonis Pile (CRD# 6157085) is an Investment Advisor Representative working at Advice And Planning Services in Richmond, VA and has over 7 years of experience in the finance industry.

6
Shikaorsor M. Ademu-John
CRD#: 5364612
155 Village Boulevard, Suite A, Princeton, NJ 08540

Shikaorsor Ademu-John (CRD# 5364612) is an Investment Advisor Representative working at Advice And Planning Services in Princeton, NJ and has over 13 years of experience in the finance industry.

7
Yulia D. Aiden
CRD#: 6824112
1670 Broadway, Suite 2200, Denver Hub, Denver, CO 80202

Yulia Aiden (CRD# 6824112) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 3 years of experience in the finance industry.

8
Jorge A. Alban Palacios
CRD#: 6042482
2850 Lake Vista Drive, Suite 300, Lewisville Hub, Lewisville, TX 75067

Jorge Alban Palacios (CRD# 6042482) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 8 years of experience in the finance industry.

9
Danielle C. Alcide
CRD#: 5730661
8500 Andrew Carnegie Blvd., Charlotte Regional, Charlotte, NC 28262

Danielle Alcide (CRD# 5730661) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 10 years of experience in the finance industry.

10
John C. Aldebot
CRD#: 5522952
730 Third Avenue, Nyc Regional, New York, NY 10017

John Aldebot (CRD# 5522952) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 11 years of experience in the finance industry.

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