Professional Planning Services

Professional Planning Services (CRD# 152702) is a financial advisory firm headquartered in Holbrook, NY. They manage $362,905,118 in 1,714 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    363
    MILLION
  • Total Number of Accounts
    1,714
    ACCOUNTS
  • Average Account Value
    $211,730
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

CA, CT, FL, GA, LA, MA, MD, MI, NC, NH, NJ, NY, PA, SC, TX

Financial Advisors at Professional Planning Services
Showing 1 - 5 of 5 top financial advisors.
1
Michael I. Daszkal
CRD#: 4487886
2401 Nw Boca Raton Blvd., Boca Raton, FL 33431
93
Wealthminder
score

Michael Daszkal (CRD# 4487886) is an Investment Advisor Representative working at Professional Planning Services in Boca Raton, FL and has over 15 years of experience in the finance industry.

2
Kenneth W. Hauck
CRD#: 2129781
4250 Veterans Memorial Highway, Suite 100e, Holbrook, NY 11741
93
Wealthminder
score

Kenneth Hauck (CRD# 2129781) is an Investment Advisor Representative working at Professional Planning Services in Holbrook, NY and has over 26 years of experience in the finance industry.

3
Donald W. Reidy
CRD#: 4668717
2401 Nw Boca Raton Blvd., Boca Raton, FL 33431
93
Wealthminder
score

Donald Reidy (CRD# 4668717) is an Investment Advisor Representative working at Professional Planning Services in Boca Raton, FL and has over 14 years of experience in the finance industry.

4
Timothy R. Devlin
CRD#: 5642729
2401 Nw Boca Raton Blvd., Boca Raton, FL 33431
90
Wealthminder
score

Timothy Devlin (CRD# 5642729) is an Investment Advisor Representative working at Professional Planning Services in Boca Raton, FL and has over 4 years of experience in the finance industry.

5
Samuel Rozzi
CRD#: 6603276
4250 Veterans Memorial Highway, Suite 100e, Holbrook, NY 11741
88
Wealthminder
score

Samuel Rozzi (CRD# 6603276) is an Investment Advisor Representative working at Professional Planning Services in Holbrook, NY and has 1 year of experience in the finance industry.

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