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Board of Director · Trueplan Benefit and Retirement Advisors

Cynthia McCollum

CRD 7564445 · Named on Form ADV at one SEC-registered adviser

At a glance

Trueplan Benefit and Retirement Advisors, an SEC-registered broker-dealer firm based in Rensselaer, NY with $5.1 billion in regulatory assets, lists Cynthia McCollum on its Form ADV as Board of Director, a control person.

Firms and roles

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Cynthia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (12)

7 more people named with Cynthia on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cynthia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.