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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

ALBERT AKERMAN

Advisor at R & R FINANCIAL PLANNERS, INC.

EAST MEADOW, NY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: May 3, 2010 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Albert Akerman

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: R & R FINANCIAL PLANNERS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 29, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 29, 2009
First registration: May 3, 2010
Dual registered: yes, broker-dealer
Other names: ALBERT ACKERMAN|ALBERT L AKERMAN|ALBERT L (MI ONLY) AKERMAN
IAPD individual key: 1699114

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
R & R FINANCIAL PLANNERS, INC.	Independent wealth	Apr 27, 2016	n/a	yes	EAST MEADOW, NY	Current employment
CL WEALTH MANAGEMENT LLC	Independent wealth	Oct 23, 2013	Jan 14, 2015	no	SCHAUMBURG, IL	Previous registration
CL WEALTH MANAGEMENT, LLC	Former SEC adviser	Apr 24, 2013	Oct 17, 2013	no	NEW YORK, NY	Previous registration
CL WEALTH MANAGEMENT LLC	Independent wealth	Feb 10, 2012	Jun 21, 2012	no	SCHAUMBURG, IL	Previous registration
ANDREW GARRETT, INC.	Independent wealth	May 3, 2010	Jul 13, 2011	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CL WEALTH MANAGEMENT LLC	R & R FINANCIAL PLANNERS, INC.	Jan 14, 2015	Apr 27, 2016	469	Firm change after gap	Other
CL WEALTH MANAGEMENT, LLC	CL WEALTH MANAGEMENT LLC	Oct 17, 2013	Oct 23, 2013	6	Channel change	Other
CL WEALTH MANAGEMENT LLC	CL WEALTH MANAGEMENT, LLC	Jun 21, 2012	Apr 24, 2013	307	Channel change	Other
ANDREW GARRETT, INC.	CL WEALTH MANAGEMENT LLC	Jul 13, 2011	Feb 10, 2012	212	Firm change	Other

Relationships

Registered with (4)

→ R & R FINANCIAL PLANNERS, INC.Registered adviserregistration: current employment
Apr 27, 2016 to presentfactForm ADV
→ CL WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 23, 2013 to Jan 14, 2015factForm ADV
→ CL WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 24, 2013 to Oct 17, 2013factForm ADV
→ ANDREW GARRETT, INC.Registered adviserregistration: previous registration
May 3, 2010 to Jul 13, 2011factForm ADV

Dated events

No dated event names this entity yet.