RIA Intelligence

FINANCIAL PLANNING ANALYSTS, LLC

CRD #121338 SEC #801-61351 MELVILLE, NY 631-423-8800
SEC Registered
Total AUM
$23.4M
Discretionary
$23.4M
Employees
1
Clients
51
Accounts
41

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 5, 2021
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BRODY, MARK, STEWARTIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Apr 5, 2021 REGISTERED

Notice Filings (2)

NJ NY

Address

734 WALT WHITMAN RD
STE 301
MELVILLE, NY 11747
United States
Phone: 631-423-8800