AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check

FIND A NEUCO ACADEMY LLC FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at NEUCO ACADEMY LLC

CRD#: 337820
RIA

Looking for a Financial Advisor at NEUCO ACADEMY LLC?

We have compiled every financial advisor who works at NEUCO ACADEMY LLC in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for NEUCO ACADEMY LLC Comes From

Understanding the Statistics for NEUCO ACADEMY LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
Union City, CA
Phone Number
(510) 330-9290
Related websites
https://www.neucoacademy.com/
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
No Information

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at NEUCO ACADEMY LLC

Spiros Vassilakos
AdvisorCheck Check Mark

Spiros Vassilakos

Spyro Vassilakos
IAR
CRD#: 4250517
Location:
Tarpon Springs, FL 34688
Company:
CSENGE ADVISORY GROUP, LLC
Disclosures:
Experience:
25 years
View Profile
Christian Jeremiah Ohl
AdvisorCheck Check Mark

Christian Jeremiah Ohl

IAR
RR
CRD#: 5051373
Location:
Norfolk, NE 68701-2982
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
11 years
View Profile
Hannah Marie Kaufman
AdvisorCheck Check Mark

Hannah Marie Kaufman

Hanna M Kaufman, Hannah Kaufman
IAR
CRD#: 7455219
Location:
New York, NY 10001
Company:
BETTERMENT
Disclosures:
Experience:
4 years
View Profile
Name or CRD#
Location
Firm name (optional)
Credentials
Advisor type
Disclosures
Experience (Years)

Compare statistics for financial advisors here.

Review financial advisor disclosures here.

footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics