Advice And Planning Services

Advice And Planning Services (CRD# 20472) is a financial advisory firm headquartered in New York, NY. They manage $36,393,913,716 in 78,786 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    36,394
    MILLION
  • Total Number of Accounts
    78,786
    ACCOUNTS
  • Average Account Value
    $461,934
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Advice And Planning Services
Showing 1 - 10 of 1,359 top financial advisors.
1
Ross H. Abbott
CRD#: 2756063
Simsbury, CT

Ross Abbott (CRD# 2756063) is an Investment Advisor Representative working at Advice And Planning Services in Simsbury, CT and has over 21 years of experience in the finance industry.

2
Jonathan D. Abbuehl
CRD#: 6312608
Six Concourse Parkway, Suite 2600, Atlanta, GA 30328

Jonathan Abbuehl (CRD# 6312608) is an Investment Advisor Representative working at Advice And Planning Services in Atlanta, GA and has over 5 years of experience in the finance industry.

3
Neal Acharya
CRD#: 6424613
8500 Andrew Carnegie Blvd., Charlotte Regional, Charlotte, NC 28262

Neal Acharya (CRD# 6424613) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 6 years of experience in the finance industry.

4
Shikaorsor M. Ademu-John
CRD#: 5364612
155 Village Boulevard, Suite A, Princeton, NJ 08540

Shikaorsor Ademu-John (CRD# 5364612) is an Investment Advisor Representative working at Advice And Planning Services in Princeton, NJ and has over 14 years of experience in the finance industry.

5
Yulia D. Aiden
CRD#: 6824112
1670 Broadway Suite 3300, Denver Iac, Denver, CO 80202

Yulia Aiden (CRD# 6824112) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 4 years of experience in the finance industry.

6
Jorge A. Alban Palacios
CRD#: 6042482
13520 Ballantyne Corporate Place, Betsill Iac, Charlotte, NC 28277

Jorge Alban Palacios (CRD# 6042482) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 9 years of experience in the finance industry.

7
John C. Aldebot
CRD#: 5522952
730 Third Avenue, Nyc Regional, New York, NY 10017

John Aldebot (CRD# 5522952) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 12 years of experience in the finance industry.

8
Veronica C. Aldred
CRD#: 4874707
13520 Ballantyne Corporate Place, Betsill Hub, Charlotte, NC 28277

Veronica Aldred (CRD# 4874707) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 16 years of experience in the finance industry.

9
Benyam Alemayehu
CRD#: 5237669
1670 Broadway, Suite 2200, Denver Hub, Denver, CO 80202

Benyam Alemayehu (CRD# 5237669) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 14 years of experience in the finance industry.

10
Suzanne D. Alexander-Doncel
CRD#: 4829809
Newark, DE

Suzanne Alexander-Doncel (CRD# 4829809) is an Investment Advisor Representative working at Advice And Planning Services in Newark, DE and has over 17 years of experience in the finance industry.

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