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MY FINANCIAL PLANNER, LLC
MY FINANCIAL PLANNER, LLC is an SEC-registered investment adviser in BROOKLYN, NY. It has 1 employee and 1 investment adviser. The firm is based in BROOKLYN,...
MY FINANCIAL PLANNER, LLC
MY FINANCIAL PLANNER, LLC is an SEC-registered investment adviser in BROOKLYN, NY. It has 1 employee and 1 investment adviser. The firm is based in BROOKLYN, NY.
General information
Firm type
RIA
Sector focus
Frequently asked questions
What services does MY FINANCIAL PLANNER, LLC offer?
The firm provides financial planning and investment management services, including retirement planning, tax strategy, estate planning, and portfolio management for individuals and families (per the firm's regulatory filings).
Is MY FINANCIAL PLANNER, LLC a registered investment adviser?
Yes, the firm is registered as an RIA with state or SEC oversight, which imposes fiduciary duties on the firm to act in clients' best interests (public record).
What geographic region does MY FINANCIAL PLANNER, LLC serve?
Based on the firm's name and lack of disclosed offices, it primarily serves clients within the United States, likely through remote or local engagement (inferred from registration data).
Does MY FINANCIAL PLANNER, LLC manage alternative investments or only traditional assets?
No public information specifies exposure to alternatives. As a planning-focused RIA, the firm likely uses standard publicly traded securities and ETFs, though allocations to alternatives are possible at client direction (per typical RIA practice).
Who owns MY FINANCIAL PLANNER, LLC?
Ownership details are not public. The firm is structured as a limited liability company, typical for advisory practices, but principals are not named in available sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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