Guy L. Bassini

TREASURE COAST FINANCIAL PLANNING

Vero Beach, FL 32963

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CRD#: 1874159

Professional summary

Guy Lawrence Bassini, CFP® is a registered financial advisor currently at TREASURE COAST FINANCIAL PLANNING, INC. located in Vero Beach, Florida.

Guy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Guy has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Tax Planning

Comprehensive Financial Planni...

Estate Planning

Investment Planning

Do you have an area of expertise or specialization?

Estate & Generational Planning...

High Net Worth Client Needs

Investment Advice with Ongoing...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Guy Lawrence Bassini's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

April 8, 2013 - Present

TREASURE COAST FINANCIAL PLANNING, INC.

Office #1: 545 Beachland Blvd, Vero Beach, FL 32963

RIA

CRD#: 166684

Vero Beach, FL

Past

April 13, 1995 - May 7, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

VERO BEACH, FL

Past

April 13, 1995 - May 7, 2013

LPL FINANCIAL LLC

CRD#: 6413

VERO BEACH, FL

Past

March 15, 1990 - April 27, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

August 7, 1989 - March 29, 1990

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

September 20, 1988 - August 10, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TREASURE COAST FINANCIAL PLANNING, INC.

CRD#: 166684 / SEC#: 801-77753

RIA

Registered Investment Advisory firm - (3/26/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/22/2013)

IAR

Texas
(4/8/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/23/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/27/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/17/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/14/1995

General Securities Principal Examination

Current Firm

TREASURE COAST FINANCIAL PLANNING, INC.

CRD#: 166684 / SEC#: 801-77753

RIA

Registered Investment Advisory firm - (3/26/2013 Approved)

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Contact information

Main Address

545 Beachland Blvd, Vero Beach, FL 32963

Mailing Address

Phone number

(772) 231-1422

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TREASURE COAST FINANCIAL PLANNING 2025 REVISED REVISED FORM ADV PART 2A/2B (9/18/2025)

Regulatory assets under management

Total Number of Accounts	641
AUM (Assets Under Management)	$ 206,877,327

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Guy L. Bassini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Guy Lawrence Bassini's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LEHMAN BROTHERS INC.

INTEGRATED RESOURCES EQUITY CORPORATION

Primary Firm SEC Registration

TREASURE COAST FINANCIAL PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/1995

Series 63

Date: 12/27/1988

Series 7

Date: 9/17/1988

Series 24

Date: 7/14/1995

Current Firm

TREASURE COAST FINANCIAL PLANNING, INC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TREASURE COAST FINANCIAL PLANNING, INC.

TRUST BUT VERIFY

Contact information

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