LeadIQ logo
Learn more at LeadIQ.com
American Investment Planners LLC logo

American Investment Planners LLC Employee Directory

Financial ServicesNew York, United States11-50 Employees

American Investment Planners LLC operates in the financial services sector, delivering securities and advisory services through a relationship with Cadaret, Grant & Co., Inc., which is registered as an investment advisor and a member of FINRA/SIPC. The two entities are separate, with American Investment Planners relying on Cadaret, Grant for its advisory and securities offerings. Based in Jericho, New York, the firm emphasizes understanding clients' financial needs, investment philosophy, and personal values to guide its service delivery.

The company states its aim is to provide current information, services, and products to support clients in attaining financial security and a legacy to pass on. As a small-to-mid-sized firm within the financial services industry, American Investment Planners serves clients seeking guidance tailored to their circumstances.

Find American Investment Planners LLC employees' phone numbers or email addresses

American Investment Planners LLC Global Highlights

Location
Employees

North America
26

Minus sign iconPlus sign icon
  • United States Of America
    26

American Investment Planners LLC's Leadership

  • Stylized image of a person
    L. R.
    President At American Investment Planners
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. M. D.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. P.
    Senior Financial Advisor And Executive Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. A.
    Vice President; Senior Investment Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. M.
    Senior Financial Advisor Executive Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. W.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. N.
    Assistant Financial Planner/Office Manager
    Phone icon
    Mobile Phone

American Investment Planners LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Consultant
  • Accounting
  • Other

Contact profiles from American Investment Planners LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. R.
    President At American Investment Planners
    Phone icon
    Mobile Phone
    United StatesNew York
    Nov 18, 2024
  • Stylized image of a person
    B. M. D.
    Vice President
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 08, 2026
  • Stylized image of a person
    L. P.
    Senior Financial Advisor And Executive Vice President
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 08, 2026
  • Stylized image of a person
    B. A.
    Vice President; Senior Investment Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 25, 2026
  • Stylized image of a person
    E. M.
    Senior Financial Advisor Executive Vice President
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    C. W.
    Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    J. B.
    Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 18, 2024
  • Stylized image of a person
    N. N.
    Assistant Financial Planner/Office Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 08, 2026
  • Stylized image of a person
    N. N.
    Office Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 08, 2026
  • Stylized image of a person
    R. R.
    Administrative Receptionist
    Phone icon
    Mobile Phone
    United StatesMississippi
    Apr 15, 2026

Frequently Asked Questions

What is American Investment Planners LLC known for?

Minus sign iconPlus sign iconAmerican Investment Planners LLC was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 500 North Broadway Suite 260 Jericho, New York 11753 United States; you can contact the main corporate office by phone at
+1-516-932-****
. Explore American Investment Planners LLC's company overview page for more information.

What is American Investment Planners LLC's most common email format?

Minus sign iconPlus sign iconAmerican Investment Planners LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more American Investment Planners LLC email formats with LeadIQ.

How many employees does American Investment Planners LLC have currently?

Minus sign iconPlus sign iconAmerican Investment Planners LLC has approximately 13 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are American Investment Planners LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, American Investment Planners LLC's key employees include:

  • President At American Investment Planners: L. R.
  • Vice President: B. M. D.
  • Senior Financial Advisor And Executive Vice President: L. P.
  • Vice President; Senior Investment Advisor: B. A.
  • Senior Financial Advisor Executive Vice President: E. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.