Inactive

Gerard Barrasso

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Current Employers

United Financial Planning Group Llc

350 Motor Parkway Suite 300, Hauppauge, NY 11788-2981 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-03-27
NY	RA	APPROVED	2021-07-15

TX RA
APPROVED

Since 2023-03-27
NY RA
APPROVED

Since 2021-07-15

Branch Locations

350 Motor Parkway Suite 300, Hauppauge, NY 11788-2981 • 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

Organization	City	State	From	To
United Financial Planning Group Llc	Hauppauge	NY	01/2008	Present

01/2008 → Present

United Financial Planning Group Llc

Hauppauge, NY

Designations

Other Names

Gerard Barrasso
Gerry Barrasso
Gerard Nmn Barrasso

View on SEC IAPD

Other Firms

EQUITY SERVICES, INC.

MADISON GLOBAL ADVISORS LLC

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

CETERA INVESTMENT ADVISERS LLC

ONEDIGITAL

Other Investors

RICHARD S HYAMS

ALEXANDER VICTOR ZOURIDES

LANNY JOEL WEISMAN

CHRISTOPHER J VARGAS

DAVID JOHN JENSEN

DYLAN JOSEPH GUERRERA

PATRICK DE TOLLA

RONALD LEE HOUSLEY

Other Offices

EQUITY SERVICES, INC. · HAUPPAUGE, NY

MADISON GLOBAL ADVISORS LLC · HAUPPAUGE, NY

COMMONWEALTH FINANCIAL NETWORK · Hauppauge, NY

LPL FINANCIAL LLC · HAUPPAUGE, NY

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Hauppauge, NY

J.P. MORGAN SECURITIES LLC · HAUPPAUGE, NY

CETERA INVESTMENT ADVISERS LLC · Hauppauge, NY

ONEDIGITAL · Hauppauge, NY

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