Anthony
Coleman

Joseph Gunnar & Co. LLC

CRD#7847243
Investment Advisor
in Uniondale, NY

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About this Advisor

Anthony Coleman is a financial advisor based in Uniondale, New York, working with Joseph Gunnar & Co. LLC. Anthony has previously held positions at Joseph Gunnar & Co., LLC, UPS, First Class Valet, Maxim Healthcare Staffing, SUNY Oneonta, and Half Hollow Hills High School East. Anthony has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Anthony is part of Joseph Gunnar & Co. LLC, which operates out of Uniondale, New York. The firm has 6 offices and 60 employees. The firm manages assets totaling $31.0 million and offers services including portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Joseph Gunnar & Co. LLC includes asset-based and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

1000 Rxr Plaza East Tower
Uniondale, NY 11556

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Joseph Gunnar & Co. LLC Brokerage Details

Total Assets Under Management

$31,018,138

NY Average: $7,464,549,021
Total Number of Employees

60

NY Average: 88
Total Number of Accounts

78

NY Average: 3,892
Average Account Size

$397,668

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Anthony Coleman Work History

2023 - Present (1 year)

Joseph Gunnar & Co., LLC

2023 - Present (1 year)

Ups

2023 - Present (1 year)

First Class Valet

2022 - 2023 (1 year)

Maxim Healthcare Staffing

2017 - 2021 (4 years)

Suny Oneonta

2013 - 2017 (4 years)

Half Hollow Hills High School East

Disclosures

Please visit the SEC profile of Anthony Coleman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Joseph Gunnar & Co., LLC

Dominic Doria
New York, NY
Vincent Miscioscia
Uniondale, NY
Anthony Coleman
Uniondale, NY
Robert Dornan
Uniondale, NY
Alain Tripeau
New York, NY
Teddy Lellos
Uniondale, NY
Stephen Marek
Uniondale, NY
Demitry Portnoy
Uniondale, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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