Planmember Securities
40yrs
Top 4% by experience in New York
40yrs
Nicholas Cava
Financial advisor at Planmember Securities
Nicholas Cava has worked in the financial industry for 40 years and is a financial advisor based in Farmingville, New York. Nicholas has been with Planmember Securities since 2021; before that, Nicholas spent eight years at Asset & Financial Planning. Nicholas holds the CFP® designation.
At a glance
Experience40 years (since 1986)
How that compares ?Top 4% by experience in New York
Office2410 North Ocean Avenue, Suite 401, Farmingville, NY 11738
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$132,363
Advisors at the firm442
States licensed ?1 state
Services through Planmember Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowPlanmember Securities CorporationCurrent firm
- 2002 – 2010Asset & Financial Planning, LTDPreviously
Contact Nicholas
2410 North Ocean Avenue, Suite 401Farmingville, NY 11738Office · Get directions Firm main line(805) 684-1199Headquarters: Planmember Securities · Carpinteria, CA X (Twitter) pagePlanmember Securities
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Questions to ask Nicholas
Tailored to Nicholas’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nicholas
How do I contact Nicholas?
Call Planmember Securities at (805) 684-1199 and ask for Nicholas Cava. Nicholas works from the Farmingville, NY office.
How long has Nicholas been a financial advisor?
Nicholas has been in the industry since 1986, about 40 years. Top 4% by experience in New York.
What licenses does Nicholas hold?
Series 63. Tap any license on this page to see what it allows.
Is Nicholas a fiduciary?
Nicholas is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Nicholas paid?
Planmember Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Nicholas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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