Kaysi Gordon Financial Planning

Kaysi Gordon Financial Planning (CRD# 317872) is a financial advisory firm headquartered in Rockville Centre, NY. They manage $7,034,192 in 55 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
265 Sunrise Hwy, Suite 1-739, Rockville Centre, NY 11570
https://www.facebook.com/kaysigordonfaithblog
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $127,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Kaysi Gordon Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Kaysian Gordon, financial advisor Valley Stream NY
Kaysian C. Gordon
CRD#: 4958872
Valley Stream, NY

Kaysian Gordon (CRD# 4958872) is an Investment Advisor Representative working at Kaysi Gordon Financial Planning in Valley Stream, NY and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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