Albert Akerman
Professional summary
Albert Akerman, who also goes by Albert Ackerman, Albert L Akerman, Albert L (mi Only) Akerman, is a registered financial advisor currently at R & R FINANCIAL PLANNERS, INC. located in East Meadow, New York and RNR SECURITIES, L.L.C. located in East Meadow, New York.
Albert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Albert has worked at 16 firms and has passed the Series 66, Series 99TO, Series 79TO, SIE, Series 7, Series 24 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Albert Akerman's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 27, 2016 - Present
R & R FINANCIAL PLANNERS, INC.
Office #1: 1802 Hempstead Turnpike, East Meadow, NY 11554March 16, 2015 - Present
RNR SECURITIES, L.L.C.
Office #1: 1802 Hempstead Tpke, East Meadow, NY 11554-1032October 23, 2013 - January 14, 2015
CL WEALTH MANAGEMENT LLC
April 24, 2013 - October 17, 2013
CL WEALTH MANAGEMENT, LLC
August 9, 2012 - January 14, 2015
CABOT LODGE SECURITIES LLC
February 10, 2012 - June 21, 2012
CL WEALTH MANAGEMENT LLC
February 10, 2012 - June 21, 2012
ALLIED BEACON PARTNERS, INC.
May 3, 2010 - July 13, 2011
ANDREW GARRETT INC.
May 3, 2010 - July 13, 2011
ANDREW GARRETT INC.
November 19, 2009 - May 4, 2010
EQUITABLE ADVISORS, LLC
November 10, 2005 - December 31, 2008
SSH SECURITIES, INC.
September 15, 2005 - September 9, 2009
DAVID LERNER ASSOCIATES, INC.
March 9, 2004 - October 3, 2005
SEAPORT GLOBAL SECURITIES LLC
September 10, 2001 - February 18, 2004
BARCLAYS CAPITAL INC.
July 9, 1999 - June 1, 2001
MUFG SECURITIES AMERICAS INC.
March 11, 1997 - May 4, 1999
NATIONAL FINANCIAL SERVICES LLC
July 12, 1995 - February 18, 1997
JPMSI
January 1, 1993 - August 26, 1993
DAIWA CAPITAL MARKETS AMERICA INC.
Primary Firm SEC Registration
R & R FINANCIAL PLANNERS, INC.
CRD#: 113291 / SEC#: 801-127801
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/26/2023)
(6/24/2015)
(4/27/2016)
(4/8/2015)
(3/17/2015)
(5/18/2021)
(7/26/2023)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
R & R FINANCIAL PLANNERS, INC.
CRD#: 113291 / SEC#: 801-127801
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 232 |
| AUM (Assets Under Management) | $ 60,130,896 |
Red Flags
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