EB
EB

Eric Busto

9 Years of Experience
Farmingville, NY
BrokerSells Insurance

Eric Busto is a registered investment advisor at Planmember Securities Corporation, based in Farmingville, NY, with 9 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2410 North Ocean Avenue, Suite 401, Farmingville, NY, 11738

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eric works as an intern/representative for Mutual Inc. selling securities and insurance, dedicating full-time hours. Eric is also an insurance agent and a tax preparer, dedicating full-time hours and minimal time, respectively.

Employment History
Current Registrations
Planmember Securities Corporation
July 2021 - Present · 5 yrs
Planmember Securities CorporationBroker
August 2016 - Present · 9 yrs 11 mos
State Registrations9 states
CACTDEFLKYNCNJNYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.