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Principal Owner, Chief Executive Officer, President and Chief Compliance Officer · Treasure Coast Financial Planning, Inc.

Guy L. Bassini

CRD 1874159 · Named on Form ADV at one SEC-registered adviser

At a glance

Treasure Coast Financial Planning, Inc., an SEC-registered wealth manager based in Vero Beach, FL with $241 million in regulatory assets, lists Guy L. Bassini on its Form ADV as Principal Owner, Chief Executive Officer, President and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Guy’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
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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

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