Foundation Retirement Plan Consultants, LLC

Foundation Retirement Plan Consultants, LLC (CRD# 170416) is a financial advisory firm headquartered in New York, NY. They manage $66,000,000 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $804,878
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Pension consulting services
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.

NY

Financial Advisors at Foundation Retirement Plan Consultants, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Edward L. Vallar
CRD#: 2254394
220 E 42nd Street, 29th Floor, New York, NY 10017
96
Wealthminder
score

Edward Vallar (CRD# 2254394) is an Investment Advisor Representative working at Foundation Retirement Plan Consultants, LLC in New York, NY and has over 17 years of experience in the finance industry.

2
Andrew J. Killen
CRD#: 6360797
220 E 42nd Street, 29th Floor, New York, NY 10017
88
Wealthminder
score

Andrew Killen (CRD# 6360797) is an Investment Advisor Representative working at Foundation Retirement Plan Consultants, LLC in New York, NY and has over 2 years of experience in the finance industry.

3
Daniel R. Larosa
CRD#: 6027891
220 E 42nd Street, 29th Floor, New York, NY 10017
88
Wealthminder
score

Daniel Larosa (CRD# 6027891) is an Investment Advisor Representative working at Foundation Retirement Plan Consultants, LLC in New York, NY and has over 2 years of experience in the finance industry.

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