Laongdao Suppasettawat
TAK Advisory · Juno Beach, Florida
Laongdao Suppasettawat is a fee-only financial advisor at TAK Advisory in Juno Beach, Florida, who holds the CFP credential. TAK Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | TAK Advisory |
|---|---|
| Based in | Juno Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $65.8M across 156 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ME · CRD 5359814 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | takadvisory.com |
| Profile |
How Laongdao's firm compares
- TAK Advisory's average account is about $422,000, from its Form ADV (assets managed divided by 156 accounts).
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Questions about Laongdao
Is Laongdao Suppasettawat a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laongdao holds no broker registration, and TAK Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Laongdao charge for financial advice?
Laongdao's firm, TAK Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Laongdao Suppasettawat based?
Laongdao Suppasettawat is based in Juno Beach, Florida.
What credentials does Laongdao Suppasettawat hold?
Laongdao Suppasettawat holds the CFP credential.
Is Laongdao Suppasettawat registered with the SEC?
Yes. Laongdao Suppasettawat is registered as an investment adviser representative in ME (CRD 5359814), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TAK Advisory manage?
TAK Advisory reports $65.8M across 156 accounts in assets under management.
How do I contact Laongdao Suppasettawat?
Through Laongdao's website, takadvisory.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
- 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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