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R & R Financial Planners, Inc.

● SEC registered since 2023CRD 113291SEC# 801-127801East Meadow, NY
Export (members)
Reg. AUM
$46.2M
Employees
3
Accounts
226
Location
East Meadow, NY

R & R Financial Planners, Inc. assets under management

R & R Financial Planners, Inc. is a registered investment adviser overseen by the SEC based in East Meadow, NY. The firm has been registered since 2023. It reports $46.2 million in regulatory assets under management and employs 3 people.
www.randrfinancialplanners.comView on SEC.gov ↗

R & R Financial Planners, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Nancy Ann Praino ControlChief Compliance OfficerUnder 5%2024
William Vito Romeo ControlChief Executive OfficerOver 75%1983

Frequently asked questions

How much does R & R Financial Planners, Inc. manage?

R & R Financial Planners, Inc. reports $46.2 million in regulatory assets under management on its Form ADV.

How many employees does R & R Financial Planners, Inc. have?

R & R Financial Planners, Inc. reports 3 employees.

Where is R & R Financial Planners, Inc. located?

R & R Financial Planners, Inc. is based in East Meadow, NY and has been SEC-registered since 2023.

Does R & R Financial Planners, Inc. disclose fund performance?

R & R Financial Planners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1802 Hempstead Turnpike, East Meadow, NY 11554
Phone516-222-8850
Fax516-222-9092
Office hours8:30a.m. - 5:30p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$46.2M
Non-discretionary$0
Total (RAUM)$46.2M