Eric
Busto

Planmember Securities Corporation

CRD#6608791
Investment Advisor
in Farmingville, NY

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About this Advisor

Eric Busto is a financial advisor operating out of Farmingville, New York with a total of 2 years of industry experience. Busto is an employee of Planmember Securities Corporation. During their career, the advisor has held roles at Eric Busto (Self Employed), Vantage Avionics, St. George'S Golf & Country Club, Mutual Inc, Planmember Securities Corporation and Eric Busto. Busto has a Series 63 license, qualifying them as a securities agent, and is approved to operate in New York. Planmember Securities Corporation is an advisory business based in Carpinteria, CA. The firm has offices in 350 locations and a total of 459 people on staff. It administers $8 billion in assets under management across its 67,968 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 14 charities and foundations. Of its 67,968 client accounts, just 1% belong to high-net-worth clients who have greater than $1 million in investable assets. Planmember Securities Corporation performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely depend on the financial services offered. However, fees charged by Planmember Securities Corporation can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2410 North Ocean Avenue, Suite 401
Farmingville, NY 11738

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

NY Average: $7,578,581,321
Total Number of Employees

459

NY Average: 43
Total Number of Accounts

67,968

NY Average: 3,727
Average Account Size

$110,789

NY Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Eric Busto Work History

Eric has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Eric Busto

2016 - Present (8 years)

Mutual Inc

2016 - Present (8 years)

Planmember Securities Corporation

2016 - Present (8 years)

Eric Busto (Self Employed)

2015 - 2015 (< 1 year)

St. George'S Golf & Country Club

2014 - 2015 (1 year)

Vantage Avionics

2013 - 2014 (1 year)

Eric Busto (Self Employed)

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Busto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Planmember Securities Corporation

Texanna Stallwitz
Carpinteria, CA
Keeley Atterbury
Carlsbad, CA
Michael George
Carpinteria, CA
John Italiano
Irvington, NY
Eric Busto
Farmingville, NY
Salleh Beitollahi
Agoura Hills, CA
Jeffrey Lovegren
Carpinteria, CA
Lauren Thomas
Horseshoe Bay, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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