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Financial Planning Analysts, LLC CRD 121338
$25.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
734 Walt Whitman Rd Ste 301, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-09 |
Branch Locations
734 Walt Whitman Rd Ste 301, Melville, NY 11747 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planned Financial Programs, Inc. | Lake Success | NY | 07/1990 | Present |
| Financial Planning Analysts, Llc | Melville | NY | 01/2002 | Present |
1. FINANCIAL PLANNING ANALYSTS, LLC 734 WALT WHITMAN ROAD STE 301 MELVILLE, NY 11747 - STARTED JAN. 2002. INVESTMENT RELATED BUSINESS. 120 HOURS/MONTH. MANAGING MEMBER, PORTFOLIO CONSTRUCTION. 2. UNITY BANCORP CLINTON, NEW JERSEY. STARTED FEB. 2002. NON-INVESTMENT RELATED. 20 HOURS/MONTH. DIRECTOR. 3. FINRA, NY,NY. STARTED APPROXIMATELY 1992. NON-INVESTMENT RELATED. <5 HOURS/MONTH. ARBITRATOR. 4.NESTEGG BUILDERS HOPEWELL JUNCTION, NY. STARTED 2005. INVESTMENT RELATED. <5 HOURS/MONTH. LIFE AND ANNUITY AGENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-03-24 |
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