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COMPLETE ADVISORS

VALLEY STREAM, NY · CRD 307127 · IAPD ↗ · completeadvisors.com · 516-240-6161

$84.2MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — COMPLETE ADVISORS reported RAUM up 25% ($67.3M -> $84.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.