Company Information

Get to know Advanced Planning Group of New York

Founded in 1999, Advanced Planning Group of New York is an independent, employee-owned Registered Investment Advisor (RIA) firm. They operate on a fee-only basis, emphasizing their role as fiduciaries dedicated to acting in their clients' best interests. The firm provides comprehensive wealth management and financial planning services to individuals, families, and business owners, focusing on simplifying their clients' financial lives through integrated advice on investments, retirement, estate planning, and taxes.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Advanced Planning Group of New York

United States

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.