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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

United Financial Planning Group LLC financial advisors in New York

Every SEC-registered investment adviser representative at a United Financial Planning Group LLC office in New York, by city and A to Z.

The short answer

3 registered advisors work at United Financial Planning Group LLC in New York, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Hauppauge (2). 3 list the CFP designation and 0 are also registered broker representatives.

United Financial Planning Group LLC advisors by city in New York

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Hauppauge 2Whitestone 1

United Financial Planning Group LLC advisors in New York, A to Z

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Questions

How many United Financial Planning Group LLC financial advisors are in New York?

3 investment adviser representatives are registered at United Financial Planning Group LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in New York does United Financial Planning Group LLC have the most advisors?

Hauppauge, with 2, then Whitestone (1). United Financial Planning Group LLC has advisors in 2 cities in New York.

How do I check a United Financial Planning Group LLC advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the United Financial Planning Group LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.