Lanny Rosenbaum
SIP Financial Services · Glenville, New York
Lanny Rosenbaum is a fee-only financial advisor at SIP Financial Services in Glenville, New York. Lanny focuses on retirement planning, estate & legacy planning and tax planning. SIP Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | SIP Financial Services |
|---|---|
| Based in | Glenville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $28.2M across 140 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5352329 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.sipfinancialservices.com |
| Profile |
How Lanny's firm compares
- SIP Financial Services's average account is about $201,000, from its Form ADV (assets managed divided by 140 accounts).
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Questions about Lanny
Is Lanny Rosenbaum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lanny holds no broker registration, and SIP Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lanny charge for financial advice?
Lanny's firm, SIP Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lanny Rosenbaum based?
Lanny Rosenbaum is based in Glenville, New York.
What does Lanny specialize in?
Lanny's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Lanny works with pre-retirees, retirees and multi-generational families.
Is Lanny Rosenbaum registered with the SEC?
Yes. Lanny Rosenbaum is registered as an investment adviser representative in NY (CRD 5352329), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SIP Financial Services manage?
SIP Financial Services reports $28.2M across 140 accounts in assets under management.
How do I contact Lanny Rosenbaum?
Through Lanny's website, www.sipfinancialservices.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SIP Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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