Laongdao Suppasettawat
CFP®Professional Summary
Laongdao Suppasettawat, CFP®, who also goes by Laongdao ^ Sae-kuay Miss, Laongdao Suppasettawast, Laongdao ^ Suppasettawat Mrs, Tak Suppasettawat, is a registered financial advisor currently at TAK ADVISORY located in Juno Beach, Florida. Laongdao is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Laongdao has worked at 4 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Investment Management
- Financial Planning
- Estate & Legacy Planning
Specializations
Biography
Tak provides highly personalized financial planning and investment management services to individuals, trustees, conservators and institutions. Working with Tak, clients receive objective and impartial financial advice that truly serves their best interests and helps them enjoy financial security, freedom and peace of mind. Tak lives in Cape Elizabeth, Maine with her husband, Fred and their daughter, Nina Thomas. Tak enjoys running, hiking and cooking.
Other Aliases
Laongdao ^ Sae-Kuay Miss, Laongdao Suppasettawast, Laongdao ^ Suppasettawat Mrs, Tak Suppasettawat
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
SUPPASETTAWAT, LAONGDAO | TAK FINANCIAL ADVISORY SERVICES | TAK FINANCIAL ADVISORY | TAK ADVISORY, LLC | TAK ADVISORY LLC | TAK ADVISORY
Contact Information
Main Address
Juno Beach, FLPhone Number
(207) 415-2073# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
156AUM (Assets Under Management)
$65,820,347Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/21/2013)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Laongdao Suppasettawat's CRS (Customer Relationship Summary).
Services Offered by Laongdao
- Retirement Planning
- Investment Management
- Financial Planning
- Estate & Legacy Planning
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