Dominic
Doria
Joseph Gunnar & Co. LLC
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About this Advisor
Dominic Doria is a financial advisor based out of New York, New York who has 1 year of industry experience. Doria is on the advisory team at Joseph Gunnar & Co. LLC. Throughout their career, they have worked at Joseph Gunnar & Co., LLC, Cornell University, Chaminade High School and Cold Spring Harbor Jr. Sr. High School. Doria has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Joseph Gunnar & Co. LLC is a company operating out of Uniondale, NY. The company has offices in five locations and a total of 65 financial advisors. It oversees $29 million in total assets among its 95 customer accounts, placing it among the smaller investment advisory firms in the nation by assets under management. Joseph Gunnar & Co. LLC provides a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely are based on which services the firm provides the client. Fees billed by Joseph Gunnar & Co. LLC likely include any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Joseph Gunnar & Co. LLC Brokerage Details
$28,666,762
65
95
$301,755
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dominic Doria Work History
Dominic has been registered as a financial advisor for 1 years.*
Joseph Gunnar & Co., LLC
Joseph Gunnar & Co., LLC
Cornell University
Chaminade High School
Cold Spring Harbor Jr. Sr. High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dominic Doria 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
Uniondale, NY
Uniondale, NY
New York, NY
Uniondale, NY
Uniondale, NY
Uniondale, NY
Uniondale, NY
Uniondale, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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