Samuel Phillip Plotkin
Owner, Investment Adviser RepresenativeTea & Taxes Company Dba Prosperitea PlanningCRD 7449679
About Samuel Phillip Plotkin
Samuel Phillip Plotkin is listed as Owner, Investment Adviser Represenative at Tea & Taxes Company Dba Prosperitea Planning in Greenfield, MA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Tea & Taxes Company Dba Prosperitea Planning
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Samuel Phillip Plotkin work?
Samuel Phillip Plotkin is listed as Owner, Investment Adviser Represenative at Tea & Taxes Company Dba Prosperitea Planning on SEC Form ADV.
How much of Tea & Taxes Company Dba Prosperitea Planning does Samuel Phillip Plotkin own?
Form ADV reports a beneficial ownership band of 25-50%.
Tea & Taxes Company Dba Prosperitea Planning
| Title | Owner, Investment Adviser Represenative |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2024 |