Beekman Financial Planning LLC

Beekman Financial Planning LLC (CRD# 166150) is a financial advisory firm headquartered in New York, NY. They manage $4,791,259 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
353 East 54th Street, Ste. 3w, New York, NY 10022
https://www.findoc1.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $228,155
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Beekman Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Polevoy, financial advisor New York NY
David Polevoy
CRD#: 3082662
353 East 54th Street, Ste. 3w, New York, NY 10022

David Polevoy (CRD# 3082662) is an Investment Advisor Representative working at Beekman Financial Planning LLC in New York, NY and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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