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Advisors / New York / East Meadow
17yrs

Albert Akerman

Financial advisor at R & R Financial Planners

Based in East Meadow, New York, Albert Akerman is a fiduciary financial advisor with 17 years of industry experience. Albert joined R & R Financial Planners in 2016, after a year at CL Wealth Management and a year at Andrew Garrett. R & R Financial Planners offers financial planning and investment management and is paid through a percentage of assets.

One of 33 advisors with offices in East Meadow, and one of 27 fiduciaries.

East Meadow, NY 11554Fiduciary advisor
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At a glance

Experience17 years (since 2009)
How that compares ?More experience than 54% of advisors in New York
Office1802 Hempstead Turnpike, East Meadow, NY 11554
How the firm is paid ?Percent of assets
Typical client at the firm ?$259,185
Advisors at the firm5
States licensed ?1 state

Services through R & R Financial Planners

Financial planningInvestment management for individuals and small businessesOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2016 – now
  2. Oct 2013 – Jan 2015
  3. Apr 2013 – Oct 2013
    CL Wealth Management, LLCPreviously
  4. Feb 2012 – Jun 2012
  5. May 2010 – Jul 2011

Questions to ask Albert

Tailored to Albert’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Albert

How do I contact Albert?

Call R & R Financial Planners at (516) 222-8850 and ask for Albert Akerman. Albert works from the East Meadow, NY office.

How long has Albert been a financial advisor?

Albert has been in the industry since 2009, about 17 years. More experience than 54% of advisors in New York.

What licenses does Albert hold?

Series 66. Tap any license on this page to see what it allows.

Is Albert a fiduciary?

Albert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Albert paid?

R & R Financial Planners reports being paid by a percentage of the assets they manage. Ask Albert 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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