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 based in Farmingville, New York, working with Planmember Securities Corporation. Eric has previously held positions at Vantage Avionics, St. George's Golf & Country Club, Mutual Inc, Planmember Securities Corporation, and has also been self-employed. Eric has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Eric is part of Planmember Securities Corporation, which operates out of Farmingville, New York. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63

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

$8,275,617,707

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

427

NY Average: 43
Total Number of Accounts

69,347

NY Average: 3,727
Average Account Size

$119,336

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

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

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

Jacob Baker
Carpinteria, CA
Douglas Stevens
Grandville, MI
Jaime Perez
Carpinteria, CA
Graham Clement
Houston, TX
Matthew Kimberly
Akron, OH
Timothy Howe
Oviedo, FL
James Hughes
Carpinteria, CA
Curtis Weeks
Davenport, IA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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