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Austin Micheal Neary

Plan2Prosper LLC.

Andover, NJ

CRD 5415197

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Employer firm

Plan2Prosper LLC. CRD 150292

$9.30M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Plan2Prosper Llc.

19 Green Farms Rd, Andover, NJ 07821 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2009-07-09
  • NJ RA
    APPROVED
    Since 2009-07-09

Branch Locations

19 Green Farms Rd, Andover, NJ 07821 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Florham Park NJ 08/2007 Present
Plan2Prosper Llc Andover NJ 03/2009 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-07
  • S66 Uniform Combined State Law Examination
    2007-11-07
Other Names
  • Austin M Neary

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC

Nearby Investors

MICHAEL SWEENEY
ERIC DANIEL WILSON
JOSEPH MICHAEL MONTE

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · ANDOVER, NJ
PFS INVESTMENTS INC. · HACKETTSTOWN, NJ
EAGLE STRATEGIES LLC · HACKETTSTOWN, NJ

More in Andover, NJ

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