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).
-
Total Assets Under Management32,677MILLION
-
Total Number of Accounts73,602ACCOUNTS
-
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
Samuel Casias (CRD# 2800456) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 25 years of experience in the finance industry.
Robert Casolaro (CRD# 2737895) is an Investment Advisor Representative working at Advice And Planning Services in Melville, NY and has over 25 years of experience in the finance industry.
Justin Catalano (CRD# 5304138) is an Investment Advisor Representative working at Advice And Planning Services in Waltham, MA and has over 17 years of experience in the finance industry.
Jeffrey Causey (CRD# 4729643) is an Investment Advisor Representative working at Advice And Planning Services in Providence, RI and has over 20 years of experience in the finance industry.
Kenith Causey (CRD# 5571894) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 12 years of experience in the finance industry.
Martin Cecire (CRD# 5972173) is an Investment Advisor Representative working at Advice And Planning Services in Princeton, NJ and has over 12 years of experience in the finance industry.
Todd Chaney (CRD# 4307731) is an Investment Advisor Representative working at Advice And Planning Services in Lincoln, NE and has over 17 years of experience in the finance industry.
Jeffrey Channell (CRD# 4575476) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 21 years of experience in the finance industry.
Marc Chapman (CRD# 2705945) is an Investment Advisor Representative working at Advice And Planning Services in Dublin, OH and has over 19 years of experience in the finance industry.
Peter Chen (CRD# 2811404) is an Investment Advisor Representative working at Advice And Planning Services in Gaithersburg, MD and has over 27 years of experience in the finance industry.