Be advised. This firm is no longer registered.

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
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
No Advisor Found.
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