Morgan Stanley
47yrs
Top advisor by experience in New York
19yrs
Rasheed Defense
Full name on record: Rasheed Hasan Defense
Financial advisor at Advice and Planning Services
Based in New York, New York, Rasheed Defense is a fiduciary financial advisor with 19 years of industry experience. Rasheed has been with Advice and Planning Services since 2021; before that, Rasheed spent a year at J.P. Morgan Securities and two years at Chase Investment Services. Advice and Planning Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 67% of advisors in New York
Office730 Third Avenue NYC Regional, New York, NY 10017
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
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
- 2021 – now
- Oct 2012 – May 2013J.P. Morgan Securities LLCPreviously
- 2010 – 2012Chase Investment Services Corp.Previously
Contact Rasheed
(212) 490-9000Advice and Planning Services main office 730 Third Avenue NYC RegionalNew York, NY 10017Office · Get directions Facebook pageAdvice and Planning Services
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Questions to ask Rasheed
Tailored to Rasheed’s registration and firm.
- 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 Rasheed
How do I contact Rasheed?
Call Advice and Planning Services at (212) 490-9000 and ask for Rasheed Defense. Rasheed works from the New York, NY office.
How long has Rasheed been a financial advisor?
Rasheed has been in the industry since 2007, about 19 years. More experience than 67% of advisors in New York.
What licenses does Rasheed hold?
Series 66. Tap any license on this page to see what it allows.
Is Rasheed a fiduciary?
Rasheed is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rasheed paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Rasheed 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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