FINANCIAL PLANNING ASSOCIATES, LLC of WHITE PLAINS, NY is an SEC-registered investment adviser (CRD 159404). Regulatory assets under management: $74.7M.
Compensation: % of AUM, Hourly, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Antonio Angelo Taddeo | CHIEF COMPLIANCE OFFICER/PRESIDENT | — |
| TADDEO ANTONIO ANGELO | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| GILLINGHAM STEPHEN THOMAS | TEXAS DESIGNATED PRINCIPAL | — |