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
33

Minus sign iconPlus sign icon
  • United States Of America
    33

American Investment Planners LLC's Leadership

  • Stylized image of a person
    E. M.
    Senior Financial Advisor Executive Vice President
    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
    E. M.
    Senior Financial Advisor Executive Vice President
    Phone icon
    Mobile Phone
    Oct 21, 2024

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; 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 14 employees as of July 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 July 2026, American Investment Planners LLC's key employees include:

  • 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.