Welikey Financial Planning, LLC

Welikey Financial Planning, LLC (CRD# 150052) is a financial advisory firm headquartered in Smithtown, NY. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
25 Route 111 #1147, Smithtown, NY 11787
http://welikeyfinancial.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Welikey Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott Welikey, financial advisor Smithtown NY
Scott A. Welikey
CRD#: 5655936
Smithtown, NY

Scott Welikey (CRD# 5655936) is an Investment Advisor Representative working at Welikey Financial Planning, LLC in Smithtown, NY and has over 15 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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