← Tributary

UNIFIED RETIREMENT PLANNING GROUP

BRIARCLIFF MANOR, NY · CRD 341550 · IAPD ↗ · myurpg.com · 914 432-5800

$197.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
October 2026 — UNIFIED RETIREMENT PLANNING GROUP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
June 2026 — UNIFIED RETIREMENT PLANNING GROUP (BRIARCLIFF MANOR, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.