CONFIDENTIAL PLANNING I, LLC of EAST SYRACUSE, NY is an SEC-registered investment adviser (CRD 145807). Regulatory assets under management: $53.8M.
| Name | Role | Location |
|---|---|---|
| KIDD GREGG ANTHONY | MAJORITY OWNER; MANAGING MEMBER | — |
| RAITE DANIEL FRANCIS | MAJORITY OWNER; MANAGING MEMBER; SHAREHOLDER | — |
| KROUSE ERIC DOUGLAS | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| SHEHADI JOHN | MEMBER | — |
| VISLOSKY MARK | MEMBER | — |
| SCANLON ROBERTA KRAMER | CHIEF COMPLIANCE OFFICER | — |
| YORK RYAN W | CHIEF EXECUTIVE OFFICER | — |
| HANSEN MARK RICHARD | CHIEF COMPLIANCE OFFICER | — |
| VACCO DARIO JOSEPH | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| KROUSE ERIC | PRESIDENT | — |