TAK Advisory ADV Part 2A 2016 

Additional information about TAK Advisory LLC is also available at http://www.advisorinfo.sec.gov


Tak SuppasettawatLaongdao “Tak” Suppasettawat, CFP®, CPA, Licensed Registered Investment Advisor

Tak is the president and founder of TAK Advisory LLC. Tak provides independent, fee­-only financial planning and investment management services to individuals, trustees and conservators. Tak is committed to operating at the highest level of integrity, accessibility and knowledge. Working with Tak, clients receive objective and impartial financial advice that truly serves their best interests and helps them enjoy financial security, freedom and peace of mind.

Tak, a licensed Registered Investment Advisor, a CERTIFIED FINANCIAL PLANNER™ and a Certified Public Accountant, has more than twenty years of experience working in the global financial services industry. Tak graduated with a Bachelor of Science degree in Accounting and Finance (Magna Cum Laude) from the University of Southern Maine.

In Maine, Tak worked as an investment representative for Fidelity Investment, as a financial advisor for Merrill Lynch and as a tax accountant at Baker Newman Noyes.

Tak conducts public seminars on investment, estate and financial planning. Tak serves on the board of the University of Southern Maine Alumni Association. She has served two terms on the board of the World Affairs Council of Maine.

Tak lives in Cape Elizabeth, Maine with her husband, Fred Thomas and a daughter, Nina Thomas. Tak enjoys healthy living and music.

Tak can be reached at 207-799-2010 or email tak@takadvisory.com