UNITED FINANCIAL PLANNING GROUP LLC
CRD #149843 SEC #801-113324 HAUPPAUGE, NY (631) 234-0871
SEC Registered
Total AUM
$305.4M
Discretionary
$274.7M
Employees
8
Clients
101
Accounts
190
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 3, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRASSO, GERARD, NMN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 3, 2025 REGISTERED
Notice Filings (5)
CT FL NJ NY TX
Address
350 MOTOR PARKWAYSUITE 300
HAUPPAUGE, NY 11788-2981
United States
Phone: (631) 234-0871