Kaysian C. Gordon

KAYSI GORDON FINANCIAL PLANNING

Valley Stream, NY

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CRD#: 4958872

Professional summary

Kaysian Cavell Gordon, CFP®, who also goes by Kaysian Cavell Roberts, is a registered financial advisor currently at KAYSI GORDON FINANCIAL PLANNING located in Valley Stream, New York.

Kaysian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kaysian has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

Kaysi Gordon Financial Planning: "Where Faith and Financial Planning Meet"  Finances do not only affect our finances, it affects our whole lives. 

Kaysi Gordon Financial Planning is a fee only financial planner in New York City, NY. We provide comprehensive financial planning, as well as investment management services. We love to educate clients on their finances by having ongoing conversations and helping clients identify what is important to them and ensuring their finances align with their goals.

Question & Answer

What are your service offerings?

Debt Management

Inheritance

Comprehensive Financial Planni...

Investment Planning

Education Planning

Budgeting

Life Transitions

Tax Planning

Estate Planning

Do you have an area of expertise or specialization?

AUM

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Estate & Generational Planning...

Fixed Fee (Subscription, Retai...

High Net Worth Client Needs

Are you a "fiduciary"?

Yes

Aliases

Kaysian Cavell Roberts

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.

Kaysian Gordon is an author and public speaker. The time devoted to these activities generally takes place outside of normal trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaysian Cavell Gordon's 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: 2012

Experience

Current

February 3, 2022 - Present

KAYSI GORDON FINANCIAL PLANNING

RIA

CRD#: 317872

Valley Stream, NY

Past

August 6, 2021 - February 9, 2022

CLARUS GROUP LLC

RIA

CRD#: 310156

NEW YORK, NY

Past

June 3, 2019 - September 2, 2020

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

New York, NY

Past

July 7, 2005 - May 28, 2019

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NEW YORK, NY

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

New York
(2/3/2022)

IAR

Texas
(9/12/2022)

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 66

Date: 9/9/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/6/2005

General Securities Representative Examination

Current Firm

KAYSI GORDON FINANCIAL PLANNING

KAYSI GORDON FINANCIAL PLANNING | KAYSIGORDON LLC

CRD#: 317872 / SEC#:

New York

Registered Investment Advisory firm - (2/3/2022 Approved)

Texas

Registered Investment Advisory firm - (9/6/2022 Conditional Restricted)

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Contact information

Main Address

Valley Stream, NY

Mailing Address

265 Sunrise Hwy Suite 1-739, Rockville Centre, NY 11570

Phone number

(718) 930-8659

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	61
AUM (Assets Under Management)	$ 8,397,778

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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Kaysian C. Gordon

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaysian Cavell Gordon's CRS (Customer Relationship Summary).

Certified licenses

Experience

KAYSI GORDON FINANCIAL PLANNING

CLARUS GROUP LLC

COMMONWEALTH FINANCIAL NETWORK

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/9/2005

SIE

Date: 10/1/2018

Series 7

Date: 7/6/2005

Current Firm

KAYSI GORDON FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KAYSI GORDON FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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