# CONFIDENTIAL PLANNING I, LLC

CONFIDENTIAL PLANNING I, LLC of EAST SYRACUSE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 145807
- Type: SEC-registered investment adviser
- SEC file number: 801-69184
- Location: 5845 WIDEWATERS PARKWAY, SUITE 300, EAST SYRACUSE, NY, 13057
- Phone: 315-251-1101
- Latest filing: 2022-02-09
- Regulatory AUM: $53.8M
- Non-discretionary AUM: $53.8M
- Clients: 9
- Accounts: 17

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| [KIDD GREGG ANTHONY](https://search.stillhousedata.com/person/750853) | MAJORITY OWNER; MANAGING MEMBER | — |
| [RAITE DANIEL FRANCIS](https://search.stillhousedata.com/person/750854) | MAJORITY OWNER; MANAGING MEMBER; SHAREHOLDER | — |
| [KROUSE ERIC DOUGLAS](https://search.stillhousedata.com/person/763917) | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| [SHEHADI JOHN](https://search.stillhousedata.com/person/765779) | MEMBER | — |
| [VISLOSKY MARK](https://search.stillhousedata.com/person/765780) | MEMBER | — |
| [SCANLON ROBERTA KRAMER](https://search.stillhousedata.com/person/828352) | CHIEF COMPLIANCE OFFICER | — |
| [YORK RYAN W](https://search.stillhousedata.com/person/834787) | CHIEF EXECUTIVE OFFICER | — |
| [HANSEN MARK RICHARD](https://search.stillhousedata.com/person/836677) | CHIEF COMPLIANCE OFFICER | — |
| [VACCO DARIO JOSEPH](https://search.stillhousedata.com/person/841285) | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| [KROUSE ERIC](https://search.stillhousedata.com/person/845739) | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145807/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145807/similar
- Related entities: https://search.stillhousedata.com/firm/145807/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145807

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.