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Samuel Phillip Plotkin

Owner, Investment Adviser RepresenativeTea & Taxes Company Dba Prosperitea PlanningCRD 7449679

About Samuel Phillip Plotkin

Samuel Phillip Plotkin is listed as Owner, Investment Adviser Represenative at Tea & Taxes Company Dba Prosperitea Planning in Greenfield, MA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Tea & Taxes Company Dba Prosperitea Planning
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Samuel Phillip Plotkin work?

Samuel Phillip Plotkin is listed as Owner, Investment Adviser Represenative at Tea & Taxes Company Dba Prosperitea Planning on SEC Form ADV.

How much of Tea & Taxes Company Dba Prosperitea Planning does Samuel Phillip Plotkin own?

Form ADV reports a beneficial ownership band of 25-50%.

Tea & Taxes Company Dba Prosperitea Planning

TitleOwner, Investment Adviser Represenative
Ownership25-50%
Control personYes
Since2024
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