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Amir A Noor

Amir A. Noor

N FINANCIAL PLANS
HUNTINGTON, NY 11743
Some features on this profile are disabled
CRD#: 6415824
Amir A Noor

Professional summary

Amir A Noor, CFP®, who also goes by Amir Noor, is a registered financial advisor currently at N FINANCIAL PLANS located in Huntington, New York.

Amir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Amir has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Core Areas of Focus

AUM
Business Owners
College/Education Planning
Entrepreneurs
Estate & Generational Planning Issues
Financial Psychology/Coaching

Question & Answer

What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Life Transitions
Insurance Planning
Retirement Planning
Education Planning
Debt Management
Employee and Employer Plan Ben...
Small Business Planning
Budgeting
Are you a "fiduciary"?
Yes

Aliases

Amir Noor

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 Amir A Noor'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: 2021

Experience

Current

July 25, 2025 - Present

N FINANCIAL PLANS

Office #1: 179 New York Avenue 2nd Floor, Huntington, NY 11743
RIA
CRD#: 337288
HUNTINGTON, NY
Past

February 14, 2021 - October 13, 2025

UNITED FINANCIAL PLANNING GROUP LLC

RIA
CRD#: 149843
HAUPPAUGE, NY
Past

June 25, 2015 - February 25, 2021

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
RYE BROOK, NY
Past

April 24, 2015 - February 25, 2021

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
RYE BROOK, 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".
NF
N FINANCIAL PLANS
LONG ISLAND FINANCAL LLC | N FINANCIAL PLANS | LONG ISLAND FINANCIAL LLC

CRD#: 337288 / SEC#: 801-133967

RIA
Registered Investment Advisory firm - (7/25/2025 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
New Jersey
(8/1/2025)
IAR
New York
(7/25/2025)
IAR
Texas
(7/25/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/1/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/23/2015
General Securities Representative Examination

Current Firm

NF
N FINANCIAL PLANS
LONG ISLAND FINANCAL LLC | N FINANCIAL PLANS | LONG ISLAND FINANCIAL LLC

CRD#: 337288 / SEC#: 801-133967

RIA
Registered Investment Advisory firm - (7/25/2025 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
179 New York Avenue 2nd Floor, Huntington, NY 11743
Mailing Address
Phone number
(631) 629-1794
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/20/2026)

Regulatory assets under management

Total Number of Accounts280
AUM (Assets Under Management)$ 65,219,479

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

N FINANCIAL PLANS

CRD#: 337288Huntington, NY 11743

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Contact information

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