The Playbook Advizor

The Playbook Advizor (CRD# 316085) is a financial advisory firm headquartered in , . They manage $6,000,000 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.playbookadvizor.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $461,538
Compensation Options
  • A percentage of assets under your management
  • 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.

CA, NY

Financial Advisors at The Playbook Advizor
Showing 1 - 1 of 1 top financial advisors.
1
Marianna Beddard, financial advisor Port Washington NY
Marianna P. Beddard
CRD#: 6329249
Port Washington, NY

Marianna Beddard (CRD# 6329249) is an Investment Advisor Representative working at The Playbook Advizor in Port Washington, 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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