Disclosures

The Securities and Exchange Commission (SEC) requires the following disclosures be made available:

IAA Form CRS: Click Here

LPL Form CRS: Click Here

William Brancaccio ADV 2B: Click Here

Al Hodys ADV 2B: Click Here

Laurie Schaeffer ADV 2B: Click Here

Byrke Sestok ADV 2B: Click Here

Combined ADV 2B: Click Here

SmartVestor Pro Code of Conduct: Click Here

440 Mamaroneck Ave., Suite 403 Harrison NY 10528 914.220.6196

We are proud recipients of the CERTIFIED FINANCIAL PLANNER™ certification. We are dedicated fiduciary retirement planners.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance, a Registered Investment Adviser, a Registered Investment Adviser. Independent Advisor Alliance and Rightirement Wealth Partners are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, MD, NC, NJ, NY, TX, VA. Pursuant to CA Insurance Code Section 1726 Allen Hodys Domicile State NY – CA Insurance #2122805 William Brancaccio Domicile State NY – CA Insurance #0L02737