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APPLIED ACADEMICS

NEW YORK, NY · CRD 340114 · IAPD ↗ · appliedacademics.com · 917 727 9216

$0Regulatory AUM
13Advisory reps
19Employees
2Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
120-Day ApprovalSEC status

Filing changes

85
July 2026 — APPLIED ACADEMICS (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 13 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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