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Todd Burach

Plh Family Office, LLC

Garden City, NY

CRD 4978795

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Employer firm

Plh Family Office, LLC CRD 339235

Reported services (Item 5G)

  • REFERRAL SERVICES ONLY

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

Current Employers
Plh Family Office, Llc

401 Franklin Avenue, Suite 202-B, Garden City, NY 11530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-04
  • NY RA
    APPROVED
    Since 2026-06-04

Branch Locations

401 Franklin Avenue, Suite 202-B, Garden City, NY 11530 • 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
City National Bank New York NY 07/2016 07/2025
Plh Family Office, Llc Garden City NY 07/2025 Present
  • 07/2016 → 07/2025
    City National Bank
    New York, NY
  • 07/2025 → Present
    Plh Family Office, Llc
    Garden City, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-04
S66 Uniform Combined State Law Examination 2010-08-30
  • S65 Uniform Investment Adviser Law Examination
    2026-06-04
  • S66 Uniform Combined State Law Examination
    2010-08-30

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY

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