Haystack Financial Planning

Haystack Financial Planning (CRD# 311366) is a financial advisory firm headquartered in , . They manage $10,191,767 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://facebook.com/matthewricksfa
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $363,992
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Haystack Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Ricks, financial advisor Syosset NY
Matthew G. Ricks
CRD#: 5902163
Syosset, NY

Matthew Ricks (CRD# 5902163) is an Investment Advisor Representative working at Haystack Financial Planning in Syosset, NY and has over 9 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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