Gerard N. Barrasso
UNITED FINANCIAL PLANNING GROUP LLC
Hauppauge, NY 11788-2981
Some features on this profile are disabled
CRD#: 5655119
Professional summary
Gerard Nmn Barrasso, CFP®, who also goes by Gerard Nmn Barrasso, Gerry Barrasso, is a registered financial advisor currently at UNITED FINANCIAL PLANNING GROUP LLC located in Hauppauge, New York.
Gerard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gerard has worked at 1 firm .
Biography
Gerry has earned the following designations during his more than 23 years of service in tax and finance. CPA - Certified Public Accountant, CFP - Certified Financial Planner, PFS - Personal Financial Specialists. Professional Memberships include: FPA - Financial Planning Association, AICPA - American Institute of CPA's, NYSSCPA - New York Society of CPA's, NAPFA - National Association of Personal Financial Advisors and the Garrett Planning Network.
Gerry resides in Smithtown, NY with his wife and two children. He is actively involved in his community through various charitable organizations. Gerry enjoys outdoor activities which includes tennis and triathlon events.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Tax Planning
Estate Planning
Education Planning
Budgeting
Elder Care
Investment Planning
Do you have an area of expertise or specialization?
Baby Boomers
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Gerard Nmn Barrasso | Gerry Barrasso
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gerard Nmn Barrasso'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: 2009
Experience
Current
July 15, 2021 - Present
UNITED FINANCIAL PLANNING GROUP LLC
Office #1: 350 Motor Parkway Suite 300, Hauppauge, NY 11788-2981RIA
CRD#: 149843
Hauppauge, NY
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".
UNITED FINANCIAL PLANNING GROUP LLC
THINKING CAP FINANCIAL | UNITED FINANCIAL PLANNING GROUP LLC
CRD#: 149843 / SEC#: 801-113324
RIA
Registered Investment Advisory firm - (5/28/2018 Approved)New York
Registered Investment Advisory firm - (6/5/2018 Terminated)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(7/15/2021)
IAR
Texas(3/27/2023)
Exams
Current Firm
UNITED FINANCIAL PLANNING GROUP LLC
THINKING CAP FINANCIAL | UNITED FINANCIAL PLANNING GROUP LLC
CRD#: 149843 / SEC#: 801-113324
RIA
Registered Investment Advisory firm - (5/28/2018 Approved)New York
Registered Investment Advisory firm - (6/5/2018 Terminated)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
350 Motor Parkway Suite 300, Hauppauge, NY 11788-2981
Mailing Address
Phone number
(631) 234-0871
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 190 |
| AUM (Assets Under Management) | $ 305,377,680 |
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.
Company Information
UNITED FINANCIAL PLANNING GROUP LLC
CRD#: 149843Hauppauge, NY 11788-2981TRUST BUT VERIFY
Monitor Gerard Barrasso
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
