Financial Planning Analysts, LLC
Financial Planning Analysts, LLC (CRD# 121338) is a financial advisory firm headquartered in Melville, NY. They manage $25,670,814 in 64 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Financial Planning Analysts, LLC
By the Numbers
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Total Assets Under Management26MILLION
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Total Number of Accounts64ACCOUNTS
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Average Account Value$401,106
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Financial Planning Analysts, LLC
1
Mark Brody (CRD# 1475753) is an Investment Advisor Representative working at Financial Planning Analysts, LLC in Melville, NY and has over 38 years of experience in the finance industry.
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