R & R Financial Planners, Inc.
● SEC registered since 2023CRD 113291SEC# 801-127801East Meadow, NY
Reg. AUM
$60.1M
Employees
3
Accounts
232
Location
East Meadow, NY
About R & R Financial Planners
R & R Financial Planners helps clients manage and protect wealth with investment counseling, tax planning, and coordinated professional referrals. It provides comprehensive services under one roof with sensible, personalized advice.
Summary based on the firm’s website.
R & R Financial Planners, Inc. assets under management
R & R Financial Planners, Inc. is a registered investment adviser overseen by the SEC based in East Meadow, NY. The firm has been registered since 2023. It reports $60.1 million in regulatory assets under management and employs 3 people.
R & R Financial Planners, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nancy Ann Praino Control | Chief Compliance Officer | Under 5% | 2024 |
| William Vito Romeo Control | Chief Executive Officer | Over 75% | 1983 |
Frequently asked questions
How much does R & R Financial Planners, Inc. manage?
R & R Financial Planners, Inc. reports $60.1 million in regulatory assets under management on its Form ADV.
How many employees does R & R Financial Planners, Inc. have?
R & R Financial Planners, Inc. reports 3 employees.
Where is R & R Financial Planners, Inc. located?
R & R Financial Planners, Inc. is based in East Meadow, NY and has been SEC-registered since 2023.
Does R & R Financial Planners, Inc. disclose fund performance?
R & R Financial Planners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1802 Hempstead Turnpike, East Meadow, NY 11554 |
| Phone | 516-222-8850 |
| Fax | 516-222-9092 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$60.1M▲ 30%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$60.1Mregulatory AUM
Discretionary $60.1M