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Principal/chief Compliance Officer/managing Member · Reality Financial Planning Services, LLC

John J. Cunningham

CRD 6543551 · Named on Form ADV at one SEC-registered adviser

At a glance

Reality Financial Planning Services, LLC, an SEC-registered wealth manager based in Sarasota, FL with $126 million in regulatory assets, lists John J. Cunningham on its Form ADV as Principal/chief Compliance Officer/managing Member, a control person.

Firms and roles

AtlasMembers

John’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.

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