Advice And Planning Services
Advice And Planning Services (CRD# 20472) is a financial advisory firm headquartered in New York, NY. They manage $32,676,871,332 in 73,602 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management32,677MILLION
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
Stacy Caraccio (CRD# 4815516) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 19 years of experience in the finance industry.
Juan Cardenas (CRD# 4125123) is an Investment Advisor Representative working at Advice And Planning Services in Pasadena, CA and has over 24 years of experience in the finance industry.
Robert Carlone (CRD# 2202933) is an Investment Advisor Representative working at Advice And Planning Services in Amherst, NY and has over 32 years of experience in the finance industry.
David Carpenter (CRD# 2759819) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 26 years of experience in the finance industry.
Maria Carter (CRD# 1888323) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 30 years of experience in the finance industry.
Roberto Casale (CRD# 5585342) is an Investment Advisor Representative working at Advice And Planning Services in Hackensack, NJ and has over 15 years of experience in the finance industry.
Matthew Case (CRD# 5630598) is an Investment Advisor Representative working at Advice And Planning Services in Rochester, NY and has over 12 years of experience in the finance industry.
Kyle Casella (CRD# 5299119) is an Investment Advisor Representative working at Advice And Planning Services in Roseland, NJ and has over 13 years of experience in the finance industry.
Jason Casey (CRD# 5725649) is an Investment Advisor Representative working at Advice And Planning Services in Seattle, WA and has over 14 years of experience in the finance industry.
Stephanie Casey (CRD# 6214286) is an Investment Advisor Representative working at Advice And Planning Services in Cambridge, MA and has over 10 years of experience in the finance industry.