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
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, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$60.1Mregulatory AUM
Discretionary $60.1M