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
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Financial Planning Analysts, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark S. Brody
CRD#: 1475753
734 Walt Whitman Rd, Ste 301, Melville, NY 11747

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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