Laongdao Suppasettawat
TAK ADVISORY
JUNO BEACH, FL
Some features on this profile are disabled
CRD#: 5359814
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.
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.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Retirement Income Management
Comprehensive Financial Planni...
Estate Planning
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Socially Responsible Investmen...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Laongdao ^ Sae-Kuay Miss | Laongdao Suppasettawast | Laongdao ^ Suppasettawat Mrs | Tak Suppasettawat
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.
MS. SUPPASETTAWAT REGULARLY CONDUCTS PUBLIC SEMINARS ON INVESTMENT, ESTATE AND FINANCIAL PLANNING. SHE SERVES ON THE BOARDS OF THE UNIVERSITY OF SOUTHERN MAINE ALUMNI ASSOCIATION AND THE WORLD AFFAIRS COUNCIL OF MAINE. SHE MAY FROM TIME TO TIME RECEIVE FEES FOR CONDUCTING SUCH SEMINARS, ALTHOUGH SHE MAY ALSO PROVIDE SOME SEMINARS AT TIMES WITHOUT CHARGE. MS. SUPPASETTAWAT IS A PARTNER AND MEMBER OF CAT PROPERTIES LLC, A FLORIDA LIMITED LIABILITY COMPANY FORMED FOR PURPOSES OF HOLDING HER PERSONAL REAL ESTATE. THE COMPANY IS NOT INVESTMENT-RELATED AND IS LOCATED AT 800 JUNO OCEAN WALK, JUNO BEACH, FL 33408. THE COMPANY WAS FORMED IN MAY 2021. MS. SUPPASETTAWAT SPENDS APPROXIMATELY 0 TO 5 HOURS PER MONTH IN HER CAPACITY AS PARTNER AND MEMBER OF CAT PROPERTIES LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Laongdao Suppasettawat'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®
Start date: 2010
Experience
Current
November 21, 2013 - Present
TAK ADVISORY
RIA
CRD#: 168814
JUNO BEACH, FL
Past
July 26, 2012 - May 23, 2013
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PORTLAND, ME
Past
July 23, 2012 - May 22, 2013
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
PORTLAND, ME
Past
September 12, 2007 - July 10, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PORTLAND, ME
Past
August 9, 2007 - July 10, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PORTLAND, ME
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(3/26/2021)
IAR
Maine(11/21/2013)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
TAK ADVISORY
SUPPASETTAWAT, LAONGDAO | TAK FINANCIAL ADVISORY SERVICES | TAK FINANCIAL ADVISORY | TAK ADVISORY, LLC | TAK ADVISORY LLC | TAK ADVISORY
CRD#: 168814 / SEC#:
Florida
Registered Investment Advisory firm - (3/26/2021 Approved)Maine
Registered Investment Advisory firm - (11/20/2013 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Juno Beach, FL
Mailing Address
Phone number
(207) 415-2073
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 168 |
| AUM (Assets Under Management) | $ 71,200,000 |
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.
